Commodities Continue to Outperform Securities in 2022

By Tom Burnett CFA Using returns data from the WSJ.com website for May 26, 2022, it is obvious that commodities are the leading performance group among investor alternatives. The Bloomberg Commodity Index has risen 33.2% this year, led by a stunning increase of 141% for natural gas. Gasoline has risen…

By Michael Ouellette May 12, 2022- The latest U.S. inflation number of 8.3% reported from April 2022 is slightly down from a 40-year high of 8.5% reported from March 2022. Here at Starboard, we believe that inflation will settle back down in the 4-5% range in the short to mid-term.

By Tom Burnett CFA On May 12, 2022, the Bureau of Labor Statistics released the producer price information for the month of April. The Producer Price Index rose 0.5% in April, after increasing 1.6% in March and 1.1% in February. For the 12 months ended in April, the Index rose 11%, following a 12-month…

By Tom Burnett CFA On May 11, 2022, the Bureau of Labor Statistics released the Consumer Price Index repot for April 2022. The All-Urban Index rose 0.3% in April, following a 1.2% increase in March. Over the last 12 months, the Index has risen 8.3%. The 12-month figure for March was 8.5%. The monthly…

By Tom Burnett CFA According to the May 6, 2022, issue of the FACTSET Earnings Insight, the consensus earnings estimates for the S/P 500 Index in 2022 are being reduced. Looking back to early January, this reduction, while small, is the first one of the 2022 year. Back in January, the 2022 consensus…