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Corporate America is flush with cash from the tax cuts. Instead of creating new jobs and expanding their businesses, companies have embarked on a massive stock buyback campaign. This chart is from Yardeni ...
A different way of evaluating the correction we are in. As regular readers know, I like to look at market corrections, bears, and super-bears from various vantage points. This gives me some perspective ...
How much of a threat are rising interest rates? Interest rates are on the rise. At some point they will begin to impact the stock market, but is it too soon to worry? ...
12 month forecast for the economy, the stock market, corporate earnings, interest rates, and inflation. Chart 1. Real GDP from 1979 to present GDP growth will likely see an increase in Q2 ...
This is not going to be a partisan rant about what’s wrong with our government. When I talk with clients about political issues, the only thing we can agree on is that our ...
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