Reality Check

Quick Hit: ‘Corporate Profits Recession’ and Stocks—There Is No ‘There!’ There

03/27/2015

It isn’t unusual for corporate profits to occasionally show a negative blip in a bull market.

Inside Indian Taper Terror

11/08/2013

Did Fed rumors roil India’s currency markets?

Labor Reform—The Elixir for the Eurozone’s Woes?

06/03/2013

Could France, Spain and Italy benefit from labor reforms as much as Germany did a decade ago?

Slovenia: Ripe for Disappointment

04/19/2013

A look at the challenges facing Slovenia, the latest hotspot in peripheral Europe.

Volatility and Mind Tricks

08/07/2012

Don’t let your short term memory impact your perception of volatility.

A Closer Look at the Fiscal Cliff

07/18/2012

Though oft-bemoaned in the media, the so-called fiscal cliff, when broken down, is likely a lot less worrisome than presented.

US ISM Manufacturing and Factory Orders

07/03/2012

Reports of weak US manufacturing had some fearing an imminent slowdown—but other evidence argues against that outcome in the near future.

US Economic News—Existing Home Sales

05/22/2012

April existing home sales were slightly ahead of expectations, with prices rebounding strongly.

US Economic News—Existing Home Sales

05/22/2012

April existing home sales were slightly ahead of expectations, with prices rebounding strongly.

US Energy Update—Rig Count

04/17/2012

 A look at recent developments in US oil and natural gas rig counts.

Resource Nationalism

03/27/2012

Investors in the mining industry should be aware of increased risk of resource nationalism in some nations.

Impact of Economic Growth Trends on Equity Returns over the Long Term

02/13/2012

The relationship between economic growth rates and equity returns is not statistically significant in the long term.

Six Indicators of Underappreciated Economic Strength

12/13/2011

Heightened market volatility and ongoing uncertainty exemplifies a disconnect between sentiment and reality—a positive for stocks moving forward.

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