Put aside misperceptions about the economy. Opportunities are emerging in both stocks and bonds, as the macroeconomic outlook turns positive. Read More

This week we take a look at Q3 performances of all major S&P 500 sectors. Read More

New data point to s recovery in the crucial housing market, which bodes well for the American “wealth effect" and the overall stock market. Read More

The picture for the American economy is getting brighter, whereas China's economy is getting bleaker. We piece together the global context. Read More

This week we take a look at Q2 and YTD performances of all major S&P 500 sectors. Read More

The consumer is winded but resilient. A recession looms, but it's likely to be mild. Here's why household spending is a key bullish factor. Read More

The markets seem to be suggesting that the nearly impossible feat of the Federal Reserve pulling off a soft landing is now plausible. Read More

The S&P 500 returned 7.0% in Q1, but the average investor did substantially worse. In this week's deeper dive, I explain why. Read More

The stock market has become a minefield, as companies that beat earnings expectations see their shares drop anyway. Read More

Lingering inflation makes it likely that the Fed’s tightening cycle will stay aggressive for longer, a dynamic that's weighing on equities. Read More