Sure, the stock market is more like the economy than it’s like… a banana. But in the context of a nuanced discussion of ...

Warren Buffett published his annual letter to Berkshire Hathaway shareholders on Saturday. You can read it here. Arguably the greatest investor of all time, Buffett is known for timeless insights ...

For months, we’ve been talking about how the once-hot U.S. economy, supported by massive tailwinds, has become far less “coiled.” This has been reflected in numerous economic metrics that have cooled.

On Wednesday, the Federal Reserve announced its first interest rate hike since 2018. While the decision had been almost universally expected for quite a while, it nevertheless represented one of the ...

“It’s dangerous to underestimate Corporate America,“ wrote Savita Subramanian, Bank of America’s head of U.S. equity strategy, in a Tuesday note that explores “What could go right for the S&P 500.”1 ...

People don’t like the sound of higher oil prices. This reaction is mostly rational. Higher energy prices means it costs more to fuel up your car and to keep the lights on at home. For many businesses, ...

Upon reading mainstream news headlines, you might think the U.S. labor market is in trouble. Here’s a sampling of what some of the major outlets were running on their homepages as of around 10 a.m. ET ...

Broadly speaking, rising long-term interest rates are a headwind for borrowers, including most households, businesses, and governments. So then why hasn’t this year’s interest rate rally led to job ...

It remains tough to generate returns in the stock market that beat (or outperform) a passively managed fund tracking the S&P 500. According to new data from S&P Dow Jones Indices (SPDJI), 79% of U.S.

There’s been some buzz in the news1 about what appear to be increasing risks of a recession in the U.S. economy.2 Jonathan Golub, chief U.S. equity strategist at Credit Suisse, listed the factors ...

Historically, stocks have climbed during periods when the Federal Reserve embarked on a new cycle of interest-rate hikes. The S&P 500 rallied during 12 of the past 13 rate-hike cycles, according to ...

While it’s easy to get caught up in the present, it’s important for investors to be thinking about the future. After all, stocks are discounting mechanisms, meaning they reflect expectations for the ...