HORAN Capital Advisors

By David Templeton, CFA | Weekly Articles: October 6, 2013

debt ceiling

Affordable Care Act

Time For Earnings Season

As a trader, this is my favorite time of each quarter. I love it when earnings begin to roll out because the increased volatility generally sets up …

Earnings Roundup: Third-quarter Guidance Foreshadows A Tough Quarter for Industrials and Materials Sectors | Lipper Alpha Insight

<b>Company-issued third-quarter guidance is extremely pessimistic, with an N/P ratio of 5.2. The long-term average N/P ratio is 2.4. As a result, the</b> …

US loan-to-deposit ratio the lowest in 30 years and falling

The chart below shows US total loan balances relative to bank deposits over the past couple of years. The total loan growth rate continues to …

Twitter announces IPO: The Valuation

A little more than a week ago, I posted my first take on Twitter and argued that even in the absence of financial information from the company (since …

The Market Today: What's Working And What Isn't So Far In 2013

Featuring feral dogs, muggings, and flaming disaster relief tents!<p>We're all going to die from coastal flooding. So what's the trade here?<p>Oct 6, 2013 …

15 Tips To Improve Your Trading

• Posted by <b>Frank Zorrilla</b><br>• on October 5th, 2013<p>Stocks have done some serious decoupling from the indices since August, I base this on my performance …

Weighing the Week Ahead: Will Markets Look Beyond the Washington Logjam?

Is it premature to think ahead, to a time after the budget and debt logjam is broken? Markets are celebrated for anticipatory power. There are …

News in Charts: Could the Bank of England tighten as early as next year? | Lipper Alpha Insight

<i>This research note is provided by Fathom Consulting. All of the charts below and many many more, covering a range of topics and countries on both the</i> …

Who needs government statistics?

So the federal government is shut down and the market is deprived of some key statistics, most notably the payroll employment report that we …

Government Shutdown: Time To Buy Or Sell Stocks?

With the government shutdown completing its third day, investors are certainly asking themselves whether they should reduce their equity exposure as …

Lipper Fund Flows: Political News Prompt Equity Fund Outflows | Lipper Alpha Insight

<b>Despite a couple of up days on the benchmark Dow Jones index, the overall market tone was weak as the public came to the realization yet again that</b> …

M-PMIs Better In Advanced Than Emerging Economies (excerpt)

M-PMIs Better In Advanced Than Emerging Economies (excerpt)<p>Among the major advanced economies of the world, the US had the second best M-PMI during …

Why tough teachers get good results and why it's time to revive old-fashioned education. • AEI

I’m a week late on this, but there was an excellent article in last Saturday’s (Sept. 28) WSJ titled “Why Tough Teachers Get Good Results” by Joanne …

Stocks on solid ground

Reasonable people can disagree about whether stocks are overvalued, or whether the Fed's massive QE purchases of bonds have distorted interest rates …