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What does the concept of a warm weather reprieve mean to you? The winter in the northeast has been especially trying this year. Enduring the…

Ed Yardeni, president of Yardeni Research, has famously predicted a “Roaring 2020s” fueled by technological innovation and strong corporate earnings. I share his optimism, and…

Despite the commentary and occasional explainers, even regular readers probably have a hard time making heads or tails from the Point & Figure charts we…

Ed Yardeni, as I explained in Part 1 and Part II of this series, has a pretty optimistic view of the current decade. He calls…

Jim Cramer often says, “own it, don’t trade it” for stocks that he deems core holdings and should be held for years. We employ a…

In Part I of this series that I kicked off last week, I wrote about how I share the views of Ed Yardeni, a well-known…

Clients know that I have been quite bullish since late 2022 but I’m also incredibly optimistic about the economic potential of the coming years. Ed…

Before the positive PPI and CPI numbers this week, the market had a rough start to the year, with rising rates and declining participation. As…

Investors are impressed with yesterday’s earnings releases and look forward to greater flexibility for this sector, particularly for M & A, thanks to a benign…

The Santa Claus rally we typically can rely on? It didn’t show up this year, largely due to rebalancing plus 10-year yields that challenged last…