Corporate America Does It Again
Corporate America did it again. ...
Latest Thoughts
Corporate America did it again. ...
The highly transmissible Delta variant of COVID-19 now makes up an overwhelming majority of the new cases in the U.S., bringing with it a rise in cases and hospitalizations. ...
We ran out of superlatives to describe corporate America's stunning performance during first-quarter earnings season. ...
On May 27, 2021, a couple of events in the energy sector occurred that demonstrated the continued mainstreaming of sustainable investing and underscored the risks and opportunities available to investors. ...
Fiscal stimulus, which was central to the market rebound in the last year, may start moving to the sidelines over the rest of 2021 and into 2022 as the recovery continues. ...
After one of the worst starts to a year for fixed income, returns may not get much better from here. ...
After one of the best starts to a bull market in history, the rally has started to show signs of fatigue. ...
The economic recovery continues, as the recipe of vaccines, the reopening and record stimulus all have combined to produce what should be one of the best years for growth ever. ...
It's embarrassing to admit this but in our earnings season preview on April 12, when the consensus estimate reflected a nearly 24% increase, we wrote that S&P 500 Index earnings growth for the first quarter could potentially exceed 30%. ...
"Sell in May and go away" is probably the most widely cited stock market cliche in history. ...
Last week we discussed whether stock prices might be reflecting peak optimism. ...
Global stock markets are off to a strong start in 2021 as the world begins to emerge from the shadow of the Covid-19 pandemic. ...
The outstanding fourth-quarter earnings season we had in 2020 is a tough act to follow, but 2021's first quarter has the makings of another potentially great earnings season. ...
The U.S. economy's recovery from the pandemic continues to surpass our expectations, aided by the accelerating vaccine distribution, massive stimulus, and America's desire to resume some semblance of normal daily life. ...
There is a growing debate over whether an expanding economy, in conjunction with historic fiscal and monetary stimulus, may cause inflation to overheat. ...
The bear market ended one year ago this week, finishing one of the fastest and most viscous bear markets of all time-one that led to a drawdown of 34%. ...
With the NCAA college basketball tournament getting underway this week, LPL Research is getting in the spirit with its own version of March Madness. ...
The 10-year Treasury yield continues to climb higher, but remains low by historical standards. ...
Fourth-quarter earnings season is in the home stretch, and it's been a good one. ...
Scott and Chris discuss SPAC and the trends we are seeing in the market....