Following last week’s rejection of Theresa May’s Brexit plan, we discuss what’s next for the United Kingdom and possible market implications…read more
Consensus estimates from Thomson Reuters are for a 14.5% year-over-year increase in S&P 500 earnings for the quarter…read more
This week, we look at stock valuations to try to gauge the potential opportunity for stocks…read more
We offer some historical perspective on bear markets and our latest thoughts on fundamentals, the Fed, the government shutdown, and the market’s recent low…read more
After nearly 10 years of witnessing the U.S economy and stock market recover—and thrive—investors are starting to wonder if we’ve seen all this expansion…read more
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