Latest Thoughts
After an extraordinary two-year period of market calm, the major U.S. equity markets slipped into correction territory last week....
The sharp stock market decline might have led us to forget that just a few days ago many claimed the stock market was melting up. ...
The equity market action over the past year is truly historic on many levels. It is important to recognize how unique this time frame has been and that a more volatile 2018 may be likely, and quite frankly normal. This week we will highlight some...
After more than a year of political posturing and investor anticipation, Congress finally approved a $1.5 trillion tax cut, the most sweeping U.S. fiscal overhaul since 1986. ...
The bull market continues to march higher. ...
Companies remained generally upbeat during the third quarter earnings season, based on the LPL Research Corporate Beige Book Barometer. ...
Back to business: fundamentals to drive stock market gains in 2018. ...
Corporate America delivered another outstanding earnings season. ...
Last week marked the one-year anniversary of President Trump's Election Day victory. ...
Master limited partnership (MLP) weakness appears overdone. ...
With Halloween upon us, we continue our tradition of writing about what might scare markets. ...
It's time to take a look at Japan. ...
This week marks the 30th anniversary of the 1987 stock market crash in what has come to be known as Black Monday. ...
Third quarter earnings season gets underway this week (October 9-13) and it should be another good one. ...
Last week's tax proposal presented real progress. ...
The steady bull market-now the second largest-continues. ...
Growth has been on a roll. ...
After years of diminished earnings ended in third quarter of 2016, European companies have begun seeing sustained growth in their bottom lines. ...
Investors have become increasingly concerned about the escalating North Korean threats, and understandably so. ...
The LPL Research Corporate Beige Book Barometer-our measure of corporate sentiment that reflects an analysis of earnings conference call transcripts-shows that companies remained generally upbeat during the second quarter earnings season. ...