Mar 26, 2015
The economic picture is about to change. The narrative of a solid U.S. economy and strong corporate earnings propping up a highly valued stock market is about to fall apart.
Mar 19, 2015
This is a weird market. It is an environment characterized by a solid U.S. economy versus an anemic and sputtering global economy. This dynamic is being complicated by divergent central bank activity.
Mar 12, 2015
Monday marked the six-year anniversary of the March 9, 2009, low for the market and the beginning of this bull market. It's been a great ride. During the period, the S&P 500 index has more than tripled in value.
Mar 5, 2015
This has been the most unloved bull market I've ever seen.
Feb 26, 2015
The future holds great peril for central bank’s inability to reverse course.
Feb 19, 2015
The stock market just reached another all-time high. At the same time, bond yields are near all-time lows. International stocks are cheap, but the world is going to hell in a hand basket.
Feb 12, 2015
Last year the Federal Reserve announced its intention to begin raising discount rate, with a data-dependent target of mid 2015. Almost every single day analysts, pundits and money managers weigh in on whether the central bank should actually do it.
Feb 5, 2015
This is one nutty market. One day the Dow Jones Industrial Average plunges 300 points and the next day it soars 300 points. It seems like half the pundits are bullish on stocks and the other half warn of an impending crash.