Many hoped that a wave of bankruptcies earlier this decade would clear the air for the airline industry. But recent headlines prove that the sector’s troubles haven’t been resolved. Read More

Recent economic data from the US supports our forecast for a broad market rally at the end of the year and into 2012. Read More

With a steady stream of pundits prognosticating the demise of the American consumer, investors may be… Read More

Since the outset of Europe’s sovereign-debt crisis, we’ve argued that the EU treaty would need to… Read More

Shares of coal mining companies have sold off indiscriminately amid concerns that a global economic downturn will sap demand from Chinese steel producers. But Asian demand remains robust and supports a long-term bull market for coal. Read More

The recent surge in the price of West Texas Intermediate crude oil shouldn't affect US retail gasoline prices. Read More

Despite the litany of bad news from Europe, the S&P 500 has managed to close higher on five of the past seven weeks through mid-November.  Stocks endured steep selloffs after former Greek Prime Minister George Papandreou’s abortive attempt to call a national referendum on austerity measures in exchange for a… Read More

There are few good options remaining for European policymakers. But action, not debate, is what’s needed. Read More

Article in Review: “Spreading the Risk,” by Benjamin Shepherd, May 26, 2010. Read More

Italy’s largest oil and gas producer Eni (Milan: ENI, NYSE: E) saw its output and share price dwindle after the outbreak of civil war in Libya, where Eni boasts substantial operations. We never strayed from our positive long-term outlook for the company, and Eni’s third-quarter earnings suggest that the… Read More