Playing The Capex Theme?
Capital investment is accelerating, a trend we believe should continue. ...
Capital investment is accelerating, a trend we believe should continue. ...
When will value have its day in the sun? ...
Post Italy "crisis," are European stocks attractive? ...
Small caps are having a strong year, with the Russell 2000 Index up nearly 6% year to date, versus about 2% for the S&P 500 Index. ...
We continue to prefer emerging market (EM) equities in tactical asset allocations. ...
First quarter earnings season was excellent by almost any measure. ...
"Sell in May and go away" is probably the most widely cited stock market cliche in history. ...
There are several market myths related to certain market indicators which have the tendency to distract investors from what really matters in assessing market opportunities. ...
The February 2018 market correction caught many investors off guard, but the longer-term trend remains higher. ...
First quarter earnings season, which kicks off April 12-13, sets up to show solid growth, buoyed by tax reform. ...
Market volatility resurfaced in the first quarter of 2018, following the stock market's calm and steady rise in 2017. ...
In the spirit of March Madness, we have compiled our "Sweet Sixteen" for the market....
The bull market will celebrate its ninth birthday on March 9, 2018....
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. ...