Nate Silver has written one of the best books on forecasting I’ve ever read.
Many doubt the strength of the US economy—are those concerns justified?
In our view, investors needn’t pay much attention to recent outages at exchanges—they happen more often than you’d think. And sometimes, the causes are pretty innocuous.
It’s a mistake to heavily weight hypothetical past returns when performing due diligence.
Ongoing events in Syria are a human tragedy, but the longer-term impact on global stocks should be minimal.
As the federal government prepares to go to the mattresses, should long-term investors be worried if Congress doesn’t raise the debt ceiling?
A -7.3% drop in durable goods isn’t great, but plenty of other evidence suggests demand remains firm.
A closer look at US banks’ balance sheets suggests the institutions are stronger than some rating agencies seem to believe.
Economic growth has been smokin’ lately, yet some still fear there is a fire to put out.
German elections are a month away and, currently, polls indicate a re-election for Chancellor Angela Merkel. In our view, this apparent lack of political uncertainty is further evidence the eurozone isn’t as bad as feared.
Worried this bull market lacks fundamental support? Here are a few dozen reasons to breathe easy.
China’s recent “fat finger” error may have investors concerned about flash movements, but their overall impact on performance is overstated.
Three flawed theses supporting a bearish outlook.
This bull market should keep running, but not for the reason many seem to think.
What do rising interest rates mean for stocks?
Historically, geopolitical tensions move stocks less than you might think.
As folks realize their QE tapering fears are false, their relief should propel stocks higher.
Should investors be concerned about the size of US debt?
Energy firms likely benefit from Mexico’s proposed energy reforms in the long run, but for investors in the here and now, better opportunities likely lie in other sectors.
The eurozone economy grew in Q2, but this isn’t an all-clear for eurozone stocks.
Another Affordable Care Act rule has been delayed. Markets have largely brushed off the legislation so, in our view, these delays likely get the same response.
What should investors make of the news Japan’s gross public debt passed one quadrillion yen in Q2?
Some headlines say a bond bear market is in the offing. What should long-term investors do?
Chinese July trade data pleasantly surprised many investors by trouncing expectations and June’s figures—but is there more to the story?
Forward guidance is all the rage with central banks, but investors following bankers’ words alone tread a perilous path.
Congress is debating unwinding Fannie Mae and Freddie Mac, but in our view, near-term market impact is likely limited as too many factors remain unknown.
June’s trade report is getting applause, but not for the reasons it should.
Earnings are still at all-time highs and rising, with less economically sensitive sectors leading the charge.
July’s slower job growth, in our view, doesn’t signal weakness for the economy or stocks.
The S&P 500 hit a new all-time high Thursday, but in our view, that says nothing about what lies ahead for stocks.
The latest buzz about US GDP seems to be concentrating on the distant past rather than the impact on the present.
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