Dec 16, 2024
Understanding the trajectory of corporate earnings is crucial for investors, as these earnings significantly influence stock valuations and market performance.
Dec 10, 2024
Corporations are currently producing the highest level of profitability, as a percentage of GDP, in history. However, understanding corporate profitability involves more than glancing at quarterly earnings reports.
Dec 3, 2024
Credit spreads are critical to understanding market sentiment and predicting potential stock market downturns. A credit spread refers to the difference in yield between two bonds of similar maturity but different credit quality.
Nov 25, 2024
With the re-election of President Donald Trump, the worries about tariffs and pro-business policies sparked concerns of "Trumpflation."
Nov 19, 2024
Paul Tudor Jones recently voiced concerns that rising U.S. deficits and debt and increasing interest rates could lead to a fiscal crisis. His perspective reflects the long-standing fear that sustained borrowing will trigger inflation, raise interest rates, and eventually...
Nov 11, 2024
The prospect of a Trump presidency has led to much debate and speculation about how markets might react. Depending on what policies are eventually passed, there are potential risks and opportunities in both the stock and bond markets.
Nov 5, 2024
Corporate buybacks have become a hot topic, drawing criticism from regulators and policymakers. In recent years, Washington, D.C., has considered proposals to tax or limit them.
Oct 30, 2024
I was emailed several times about a recent Morningstar article about J.P. Morgan's warning of lower forward returns over the next decade. That was followed up by numerous emails about Goldman Sachs' recent warnings of 3% annualized returns over the next decade.