by
Dr. Ed Yardeni
As of Q3, the market capitalization of equities was 14.7 times corporate profits, not much higher than the average since 1960.
by
Doug Ramsey
QE’s effect on the stock market is anything other than substantial...
by
Dawn Bennett
What happened to the good old days when good news was good for the financial markets and bad news was bad for it?
by
Dr. Ed Yardeni
The information technology industry is one of the most competitive in the world. Creative destruction is its modus operandi.
by
Dawn Bennett
The latest American Association of Individual Investors survey showed the lowest amount of pessimism about the U.S...
by
William Housey
In a persistently low interest rate environment, such as we have been experiencing, investors have had few options on the fixed income side of their portfolios to generate a high level of income...
by
Craig French
The best approach to investing is designed to get clients to their investment goal primarily by attempting to avoid permanent and unacceptable losses of capital.
by
Dawn Bennett
The real story is the equity bubble that is being fueled by excessive liquidity in the economy and declining liquidity in the financial markets.
by
Robert A. DiMella
Have muni bonds, the darlings of income-seeking investors these last couple of years, gone to the dogs?
by
Anthony Valeri
Who will step in to fill the void once the Federal Reserve decides to exit the bond market?
by
Mike Temple
Like a teenager caught between the decision of going to college and leaving friends behind or living in the comfort of home and going nowhere, debt markets have been reeling between taper angst and...
by
Dawn Bennett
The bull is a symbol of a strong and positive stock market, but it seems whenever a U.S. company makes the cover of a publication, the company is in trouble and that its run is at an end.
by
Scott Colyer
Amid the angst surrounding the Fed’s anticipated tapering of asset purchases this month, we believe the result will be a tailwind for bond investors rather than additional pain, at least in the...
by
Anthony Valeri
Several global bond benchmarks, led by the U.S. 10-year Treasury yield, attempted to breach key barriers last week as the bond market sell-off entered its fifth month.
by
Dawn Bennett
Wal-mart and American retail is the thermometer of the American economy because it measures the temperature of our national financial health.
by
Ed Yardeni
Federal revenues rose 12.8 percent in y/y in July. They have been boosted by increases in tax rates at the beginning of the year rather than a significant improvement in US economic growth.
by
Paul A. Matlack
Much has been made about the heightened correlation between bonds and equities...
by
Dawn Bennett
Federal Reserve Chairman Ben Bernanke said recently that inflation in the United States is not as high as it should be given the policies he's enacted...
