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A Primer on Cryptocurrency

By: Jason Simpson, AmeriTrust Portfolio Manager Drew Davis, Argent Trust Portfolio Manager Introduction Over the last 12 years, the cryptocurrency universe has dramatically evolved from its infancy in 2009 when software programmer “Satoshi Nakamoto” authored the first...

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The Morning View: December 3, 2021

Announced this morning, the economy added only 210,000 jobs in November, less than half than what was expected.  A look underneath the headline number shows the Transportation and Warehousing industry was strong, while Retail Trade and Government jobs were weak.  The...

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Mid-Month Market Perspectives – November 2021

Unchartered Waters On the cusp of change Investors today are facing a wave of economic uncertainties. Over the past 18 months, central banks have provided the backstop for liquidity and investor confidence. That confidence, in turn, has propelled the markets to...

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The Morning View: November 24, 2021

In this morning’s data, Initial Jobless Claims were 199,000 for the week ending on 11/20, much lower than expected and could be impacted some by holidays, but it is below 200k for the first time since before the pandemic. Continuing Claims were 2,049,000 for the week...

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The Morning View: November 16, 2021

Announced this morning, Retail Sales for October increased 1.7%, higher than expected and higher than the previous month. Non-store retailers, Gasoline Stations, and Electronics & Appliance stores were strong during the month, while Health & Personal stores...

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Monthly Investment Commentary – November 2021

November 2021 • US stocks hit an all-time high in October as earnings season for many of the world’s largest companies kicks off. • Core PCE, the Federal Reserve’s preferred inflation measure, came in at 3.64%, its fastest pace in 30 years. • The US Treasury yield...

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The Morning View: November 5, 2021

Announced this morning, the economy added 531,000 jobs in October, more than expected. In addition, the previous month was revised higher by over 100k to 312,000. The Leisure and Hospitality industry rebounded some by adding 164,000 jobs, while Government jobs were...

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Transitory Inflation?

Transitory Inflation. That phrase has certainly been commonplace to describe the current environment with inflation seemingly stoked by the rapid “re-start” of business and consumer activity. Recall the movie “Jurassic Park” with a young Samuel Jackson saying, “Hold...

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The Morning View: October 29, 2021

Announced this morning, Personal Income decreased -1.0% in September, a larger drop than expected which continues to reflect the impact of fiscal programs.  In addition, the Employment Cost Index, a measure of wages watched by the Federal Reserve, increased 1.3% in...

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Mid-Month Market Perspectives – October 2021

A New Quarter and the Inflation Wild Card Another historical (hysterical) market Unparalleled. That word might be a stretch to describe market actions this year, but given the strong follow-through earnings reports for the recent third quarter, it feels like...

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