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

The stock market usually goes up. News, data, and insights without the noise. For long-term investors with limited free time. Click to read 📈 TKer by Sam Ro, by Sam Ro, CFA, a Substack publication ...

The world has changed in many ways over the years. This includes the makeup of the stock market and the macro environment in which its underlying companies operate. One thing that hasn’t changed is ...

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 ...

U.S. labor market data released this week was broadly stronger than expected. Importantly, the multi-month trends suggest we’re on an upswing, which is welcome news following a couple of months of net ...

History’s most memorable bear markets often followed all-time highs in stock prices. The pandemic market crash followed an all-time high in February 2020. An all-time high in October 2007 preceded the ...

According to BEA data released Thursday, personal consumption expenditures increased 0.5% month over month in April to an annual rate of $21.98 trillion, an all-time high. Adjusted for inflation, real ...

Here’s the problem with waiting for more attractive market conditions to buy stocks. “The market waits for no one,” Morgan Stanley’s Mike Wilson wrote in his research note last month. “Equity markets ...

I got an early copy of Ben Carlson’s new book, “Risk & Reward.” It’s terrific. (And it goes on sale May 12!) Carlson, of Ritholtz Wealth Management, has a gift for being both entertaining and ...

As the stock market has been falling, something a bit counterintuitive has been happening: Analysts have been revising up their earnings forecasts. But TKer Stock Market Truth No. 5 says, “Earnings ...

I consume a lot of financial news. I have subscriptions to The Wall Street Journal, The Financial Times, and The New York Times. I have Bloomberg Radio and TV on in the mornings and CNBC on in the ...

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.