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Jan 25 2019

The Trump Trade, Two Years In

  • Jan 25, 2019

Donald Trump is thought to have been born with a silver spoon in his mouth, and the economic circumstances prevailing at his inauguration two years ago might have further perpetuated that view. The U.S. economy had already been in recovery mode for 7 1/2 years, and the bull market in U.S. stocks was about to celebrate its eighth birthday.

Aug 05 2016

Stock Market Breadth: So Good We’re Suspicious

  • Aug 5, 2016

Market breadth measures have been so strong since the February low that we wonder whether something might be wrong with them.

Aug 07 2013

The Economy And Earnings

  • Aug 7, 2013

The YTD surge of 19% in the S&P 500 should ensure a stronger second half economy, and the big five-point jump in the latest Purchasing Managers Survey (ISM) might be the first evidence of this.

Nov 05 2002

S&P's "Core" Earnings Methodology Losing Support?

  • Nov 5, 2002

We applauded S&P for developing a standardized approach which adjusts GAAP earnings for several problem accounting areas and produces a better representation of “True” earnings.

Nov 05 1991

View from the North Country

  • Nov 5, 1991

Where Do We Go For Good Investment Returns Now?... Polling The Pro's For Our Client's Current Stock Market Attitudes...Taking Another Look At The New S&P Midcap Index