Something that caught our eye recently was a New York Times article entitled “Once You’re out of the Market, It’s Tricky Getting Back In.”  There are some oversimplifications in the piece, like a quote that begins “Jumping out of the market is a mistake”.  However, we wholeheartedly agree that “…getting back into stocks can be [...]

About a month ago, I wrote about consumer spending and how credit card data suggested a pronounced recovery from lows hit in late March. We are continuing to see such in data from both government statistics and corporate earnings reports. Last Friday, the government released retail sales data for July 2020. Those data showed an [...]