October’s Correction: Likely a Pause that Refreshes

Gary Black

Global Co-CIO Gary Black explains why he believes the U.S. equity market is poised to move higher.

Read Article

Too Much of a Good Thing Is Not Such a Good Thing for Markets

Gary Black

Global Co-CIO Gary Black shares his perspective on the timing of interest rate increases and why he believes equities can move higher.

Read Article

You Want Me to Do WHAT with my Inventory?

Stephen Roseman

It's not only investors who have been risk-averse since the credit crisis. Of late, it seems that plenty of company managements, especially in retail, have been similarly concerned about repeating their collective experience of the credit crisis.

Read Article

P/Es have Risen in the Wake of Rate Increases

Gary Black

When a doctor takes a patient off his meds, he does so usually only after the patient has shown sure signs of recovery. Generally, the patient himself realizes when he no longer needs the meds.

Read Article

A Tale of Two Markets

Jeff Miller

The U.S. stock market, as measured by the S&P 500 Index, is up 17.3% year-to-date through May 15. This is pretty impressive, given the doom and gloom in the newspapers about Europe's recession, slowing growth in China, and the U.S. government's sequestration cuts (anyone remember the sequester?).

Read Article