Here’s an analysis of the remarkable turnaround of the stock market from its trough in March 2020 to its record highs in March 2021. Read More
Stock Market Investing
President Biden’s $3 trillion infrastructure plan is grabbing the spotlight, but China and the East also are gearing up for big construction spending. Read More
Small-cap stocks continue to lead the market, as economic and earnings growth heat up. Position your portfolio, accordingly. Read More
Stocks took a breather last week but there’s still fuel to keep the bull market alive, as the economy reopens, earnings rebound, and the Fed stays dovish. Read More
New data show that America continues to dominate the global arms industry. Aerospace/defense enjoys powerful tailwinds and also serves as a hedge. Read More
Here’s a big picture look at economic growth projections around the world, with advice on how to position your portfolio now. Read More
The latest data for economic and corporate earnings growth have renewed fears of inflation. Will rising prices threaten your portfolio? Read More
New data show that Britain already is paying a steep price for exiting the European Union. You can leverage Brexit’s messy aftermath to your advantage. Read More
As the pandemic declines and states lift restrictions, we’re seeing a rotation from growth to value, and from large-caps to small-caps. Read More
With the passage of Biden’s $1.9 trillion pandemic aid bill, Congress turns its sights to the president’s proposal for massive public works spending. Read More