Weekly Commentary

Economy Picking Up Speed

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. ...

Amazing Earnings Season

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%. ...

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. ...