Brookmont Capital Management

Inflation, Labor, and Rates: Recession or Slowdown? Here is Brookmont Capital's 3rd Quarter Commentary brookmont.com/hubfs/Inflatio…

The market is pricing in the second most aggressive rate hiking cycle in history.

US Large Technology companies continue to take heavy losses this year due to their interest rate sensitivity.

High Yielding Dividend Stocks and High Dividend Growth Stocks tend to outperform the overall market during high inflationary environments. Past Performance does not guarantee future returns. #dividendstocks #marketperformance

Monetary Concern is the highest it has ever been and has been the main cause of the increased volatility to begin the year 🚀📈

In this type of environment, it is important to still keep fundamentals in mind and focus on quality companies that produce growing cash flows, as these companies weather volatility in a more efficient manner than the overall market. #finance #investing brookmont.com/hubfs/Brookmon…

The duration spectrum of stock styles and growth projections for different industries

The value and quality (profitability) factors tend to outperform when excess liquidity declines and leading economic indicators remain high

The hiring plans index points to a much lower unemployment rate ahead

Factoid of the Day Tuesday, September 7, 2021 Worldwide sales of semiconductors totaled $45.4 billion in July 2021, up 2.1% from the prior month and up 29.0% from a year ago, according to the Semiconductor Industry Association (SIA).

Congestion of Key Container Ports in Asia are contributing to the supply constraint #inflation

Differences in durations have pegged the value vs growth trade to the movement of the 10-year U.S. Treasury Rate. Growth Stocks represent almost 30% of the Long-Duration basket. On the flip side, Value stocks make up 87% of the Short-Duration basket. #Stocks #Growth

Join us on August 31st 11:00 AM (EST)/ 5:00 PM (CET) for a deep-dive webinar with Thurman Kelley event.webinarjam.com/register/63/51… #pricingpower #investing #financialplanning

💥 2021 just did a number on 2020, but can these shifts including the great ¨growth-vs-value¨ battel continue? Find out with Thurman Kelley from @BrookmontCap as he takes a deep dive into what's working now. On August 31 at 11 AM (EST)/ 5 PM (ECT). 👉 event.webinarjam.com/register/63/51…

@Darin_T80 well said darin!

@BrookmontCap Investors can demand it by voting for dividends.

Company dividend payout ratios are at an all-time low, should we expect higher dividend growth rates as a result?

Corporate profits are surging

The 10-year Treasury yields have risen in every time zone except Tokyo, since august Source: Bloomberg, Morgan Stanley Research

Has the delta variant decreased your level of comfort for participating in social activities?

TRADE: The pandemic is causing East & West to diverge on trade, piling pressure on prices and supply chains in the process. How long will those pressures last? bit.ly/3D7yPek #supplychain #inflation #shipping