The Summer Ends – as Usual – in Jackson Hole, Wyoming
CommentaryThe upcoming Kansas City conference (August 27-29), being held in Jackson Hole, Wyoming, is expected to dominate the financial headlines this week. Essentially,...
Is This Market Overbought and Due for a Correction?
CommentaryEarnings remain strong, but perhaps the stock market has become a bit overbought in the near term, so don’t be surprised if it...
Earnings Are Up Over 50% So Far
CommentaryThrough last Friday, 88% of the S&P 500 companies have announced second-quarter results. According to FactSet Earnings Insight, an astounding 86% of them...
July Ends with a Mean Reversion Rotation
Digital screens display trading numbers on the floor of the New York Stock Exchange on July 24, 2026. Angela Weiss/AFP via Getty ImagesCommentaryMean...
Britain Welcomes its 5th Prime Minister in 4 Years
CommentaryI spent most of last week at the Las Vegas Money Show, where I caught up with our favorite economist, Ed Yardeni, who...
Inflation Retreats, While Earnings Soar
CommentaryLast Thursday, Taiwan Semiconductor Manufacturing (TSM) reported its June sales soaring 67.9% to a record $13.99 billion. TSM also said its second-quarter sales...
Earnings Reports Start Soon, and They Should Be Spectacular
The Taiwan Semiconductor Manufacturing Company Ltd. (TSMC) headquarters in Hsinchu, Taiwan, on Oct. 20, 2021. AP Photo/Chiang Ying-ying, FileCommentaryAs we move into the...
NASDAQ and Small Stocks Soared Last Quarter
A view of the Nasdaq MarketSite after SpaceX company executives rang the opening bell to celebrate the launch of SpaceX's initial public offering...
