Good Life Advisors – Talking Points – Week 33   Delta and Afghanistan  The week started off with another all-time high for the S&P (4480) but the spread of the Delta variant is starting to dampen reopening momentum. High frequency data checks on restaurants, air travel and leisure spending points to…

Good Life Advisors – Talking Points – Week 31 The S&P closed at yet another All-Time High again on Friday- This marked the 44th ATH of the year.  The big datapoint of the week was of course the jobs report. It was above expectations – The reopening economy added 943K jobs in July, there…

Good Life Advisors – Talking Points – Week 30 What exactly is “Transitory”? US equities finished mixed to lower this week. Growth (-1.1%) lagged value (+0.6%). Consumer discretionary fared the worst with the drag from AMZN (9.0%) though the bulk of the retailers posted good gains and hotels, autos and homebuilders…