How you can differentiate types of market negativity.
Despite recent US outperformance, a global strategy still provides many benefits.
A bull market was born.
Some high-profile dividend cuts illustrate the danger of chasing yield.
Are stocks really overvalued?
Waiting for a correction to buy stocks is a fruitless exercise.
Many unnecessarily fret the government is out of ammunition to fight the next recession, whenever it arrives.
Should investors steer clear of regions that look pricey?
Are recent all-time highs a warning sign the bull’s end is nigh?
US stocks have been hot lately, but a global portfolio remains vital.
We’re not out of the woods yet, and that’s bullish.
How high is too high for stocks?
If a picture says 1,000 words, here are 44,000 bullish words.
What do rising interest rates mean for stocks?
Some headlines say a bond bear market is in the offing. What should long-term investors do?
While few investors enjoy volatility, it’s commonplace amid bull markets—don’t let short-term swings scare you out of markets.
While Friday’s jobs report was mostly positive, don’t be fooled into thinking the data has a future impact on stocks.
Stocks don’t need gangbusters economic growth in order to keep marching higher.
Japan and the eurozone rang in Valentine’s Day with data showing economic contraction, but overall global growth likely continues as the stronger bits pull the weaker along in the world’s multi-speed economy.
Aggregate S&P 500 earnings growth was flat in Q3, but this bull market still has room to run.
As the bull market matures, what categories of stocks likely lead, and why?
Friday marks the close of the bull market’s third year—and, in our view, likely the start of a more robust fourth year.
Upon closer inspection, fears of manufacturing’s long-term decline are unfounded.
Is a still-high unemployment rate that unusual?
There are two ways to think about recent market negativity—forward or backward. Let’s consider both.
Before understanding if a double dip is likely, it’s important to understand what one actually is.
Though global stocks aren’t yet down 10% from their peak, this pullback has some characteristics of a correction.
May has arrived, and along with it, the often-repeated investing advice to sell and go away.
US economic growth is accelerating faster than most of the developed world—boding well for American stocks.
Investors should take a cue from stock markets and ignore when indexes hover at round number thresholds.
|The housing market continues to see ups and downs—but we needn't rely on its full recovery to see continued economic growth.|
|A few industries, comprising only a fraction of a sector, can have significant impact on overall performance. |
|The recent increase in US payrolls suggests a broader economic recovery may be underway.|
|US companies' share buybacks have been increasing—shrinking overall stock supply. |
|NBER announced the recession officially ended in June 2009.|
|The IMF's latest outlook, while laced with pessimism, has plenty of good news.|
|Correction fears continued cycling Wednesday, even as fretted "crises” show signs of moderation. |
|As stocks waver on euro-worries, global economic fundamentals continue their strong showing. |
|The wonks at NBER are delaying declaring the recession's end—but investors needn't care about an "official” declaration.|
|Global markets seem to be back on track after the early 2010 pullback. But expect volatility ahead—it's only normal. |
|A year after the bear market bottom, we look at how far global markets (and economies!) have come. |
|Amid recent stock market volatility, it's easy to forget why this bull market will continue. Allow us to jog your memory. |
|Falling inventories, little talked about, signal continued economic improvement and could help stocks rise over time. |
|After a strong bull market run, a correction this year wouldn't be surprising and shouldn't be feared. |
|The global stock rally busted many investing myths so far this year, but don't expect universal acknowledgment any time soon. |
|As the global economy recovers, bare-bones inventories need to rise to keep shelves from becoming equally bare. |
|Materials and Emerging Markets are two equity categories likely to lead market recovery. Rare earths, a small subset of Materials, show us why.|
|Global semiconductor sales climbed for the fifth month in a row—a confirmation of Tech's stock outperformance so far this year. |
|Stock prices haven't come too far, too fast. On the contrary, outsized returns are typical for the initial stages of a bull market and are likely to continue.|
|Contrary to popular belief, the stock market and the economy don't move in lockstep. Markets can recover in a V—even while the economy L's, W's, or Q's for a bit. |
|Stocks' fast pace has some fretting bubbles. |
|This earnings season, try to remember: Corporate profitability doesn't require improved economic conditions. |
|Pullbacks are to be expected during market recoveries.|
|Stocks continue to stage a massive rally—despite plenty of bad news. |
|At the end of bears and beginning of bulls, lows are often retested. Investors shouldn't fear. |
|Investors can use history to help frame future expectations. |
|That so many want to classify the economy today as being in recession is probably more a function of dour sentiment than economic reality. |
|As old as myth and Mother Nature, creative destruction is essential to economic progress too. |
|A little-noticed change is taking place in market leadership. Small cap stocks are giving ground to large caps and the shift will likely continue. |
|This market looks a lot like 1998—a great year for stocks! |
|The question of "correction” vs. "bear” is really a question of semantics.|
|Market action today isn't warning you to sell—rather, now is the time to remain disciplined and ride out market turbulence.|
|There's nothing unusual or alarming about recent market volatility. Though we may not remember it this way, market volatility is normal and should be expected.|
|Yesterday the bull market celebrated its fifth anniversary. Hooray! Too bad few are noticing what a great run it's been. |
|When you were young, did you dream that one day you would grow up to be fairly normal? Maybe you really set your sights high and hoped to live an amazingly average life? No? We didn't think so.|
|Just about every time the markets hit new highs the financial media dig up a veritable cornucopia of old stories from the last time it happened, change the numbers around a bit, and republish them almost verbatim.|
|Stocks are riskier than bonds, right? We're not trying to trick you.|
|A lot of economic theory deals with creating value, which we can loosely define as the value of an activity leftover after subtracting from it the cost of doing it (and if you want to get technical, also the opportunity cost of not undertaking an alternative activity).|
|We're a little lethargic from all the turkey and fixings yesterday.|
|Most people think of just housing when they read about real estate.||
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