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Tensions tensing

Stocks suffered another weaker session, with a marginally mixed close. Early gains could just not stick and all attempts at recovery were thwarted – a sign of technical weakness. Conflict. I am not going to go on a long diatribe about how crude oil is so important to today’s economy. You know my thoughts on…

A Quick Primer on Corporate Social Responsibility (CSR)-Driven Investments

In 2008, researcher Alexander Dahlsrud examined 37 different definitions of Corporate Social Responsibility (CSR)1 . That was 15 years ago, and you probably may not be surprised to learn that there is still not 1 overarching, accepted definition. Of Dahlsrud’s 37 definitions, one of my favorites is “CSR is the voluntary assumption by companies of…

Homebuilder DR Horton continues to enjoy pricing power in low inventory environment

Stocks had another rough session yesterday as traders come to grips with a Fed that is in no rush to make life easier. The Fed’s Beige Book was filled with stories of moderate growth, supporting both sides of the rate-cut debate. Draconian measures. Tariffs are those things that you learn about in high school history…

JB Hunt stuck in traffic, misses analyst targets

Stocks could not manage a broad, positive close yesterday as investors could not get the Fed fear out of their bones. Construction on new homes declined by nearly -15% in March and permits, a leading indicator, also dipped. How do you get rid of inflation? Do you remember the last time one of your newfangled…

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