Serenity Now! It's a phrase that Seinfeld's Frank Costanza latched on to thanks to his...[continue...]
The fundamentals really do matter.
1. The economy is expanding at a solid pace; recent data have been strong.
2. Q4 profits have been very upbeat and the 2018 outlook is very rosy.
3. Inflation is low.
4. Interest rates have been creeping higher...
The new year is well underway, and the bulls have clearly asserted themselves.
What, me worry? That seems to be the mantra for investors as stocks are off to a roaring start in 2018.
The themes that dominated 2017 are carrying over into the new year,...
If you had asked me at the end of October whether Congress would pass and the president would sign a comprehensive tax reform bill just before Christmas, I would have wagered that the hapless Denver Broncos would have a better chance of landing a spot in the...[continue...]
Back on September 13, I posted a piece entitled, The Wall of Worry Remains in Place.
Coincidentally, the S&P 500 Index was just embarking on a string of closing highs that...