Recent U.S. economic data has been reasonably good. October reports for retail sales, existing home sales, new home sales, and durable...

There has been a spate of good news for investors as October has rolled into November. Third quarter corporate earnings continue to come...

We have to remember that one can’t make too much out of one month of data, but we’ve seen a couple of reports that make us wonder if the...

July was another positive month for the S&P, but the “feel-good” period after June G20 meeting in Osaka, Japan lasted only one month. ...

Things change quickly. Last month we were hearing so much about the “unmistakable pattern” of slower US economic growth. We were hardly...

The pattern of slower domestic growth is unmistakable. GDP readings for the last three quarters have been +4.3%, +3.4% and +2.2%. A blue...

After the January/February market rebound, we see gains harder to come by for US markets. Prospects are somewhat better overseas, but...

What a difference a month can make. In a newsletter we sent out last month to clients we counseled investors not to overreact after the...