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Bob Carey
Chief Market Strategist
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Market Observations
2024
11/19/2024S&P 500 Index Dividend Payout Profile
11/14/2024Technology Stocks and Semiconductors
11/12/2024S&P 500 Index Earnings & Revenue Growth Rate Estimates
11/7/2024Worst-Performing S&P 500 Index Subsectors YTD (thru 11/5)
11/5/2024Top-Performing S&P 500 Index Subsectors YTD (thru 11/1)
10/31/2024I’ll Just Have Water, Thank You
10/29/2024A Tale of Two Market Caps
10/24/2024Corporate Earnings Estimates Signal Strength Ahead
10/22/2024Passive vs. Active Fund Flows
10/17/2024Defensive Sectors and Elevated Inflation
10/15/2024S&P 500 Index Dividends & Stock Buybacks
10/10/2024Change In the Air?
10/8/2024Sector Performance Via Market Cap
10/3/2024The Only Constant is Change
10/1/2024Gold, Silver, and the Miners
9/26/2024Not Every Cycle is the Same
9/19/2024Homebuilder-Related Stocks
9/17/2024Consumer Checkup: Aisle 7
9/12/2024S&P 500 Index Earnings & Revenue Growth Rate Estimates
9/10/2024Regional Banks | Strong Start to the Third Quarter
9/5/2024A Snapshot of the S&P 500 Earnings Beat Rate
8/27/2024Money Market Fund Assets Hit New All-Time High
8/15/2024A Snapshot of Bond Valuations
8/13/2024Sector Performance Via Market Cap
8/8/2024Worst-Performing S&P 500 Subsectors YTD (Thru 8/6)
8/6/2024Communication Services Sector Performance Since Inception
8/1/2024Passive vs. Active Fund Flows
7/30/2024S&P 500 Index Dividends & Stock Buybacks
7/25/2024A Tale of Two Market Caps
7/23/2024Top-Performing S&P 500 Index Subsectors YTD (thru 7/19)
7/18/2024Growth Vs. Value Investing (Small-Caps)
7/16/2024Growth vs. Value Investing
7/11/2024S&P 500 Index Dividend Payout Profile
7/9/2024S&P 500 Stock Prices Relative To Their All-Time Highs
7/2/2024The Only Constant Is Change
6/27/2024Consumer Delinquency Rates
6/25/2024An Update on Energy-Related Stocks
6/20/2024The Price of Safety
5/31/2024Technology Stocks and Semiconductors
5/23/2024A Snapshot Of The S&P 500 Earnings Beat Rate
5/21/2024S&P 500 Index Earnings & Revenue Growth Rate Estimates
5/16/2024Defensive Sectors and Elevated Inflation
5/14/2024An Update on Covered Call Returns
5/9/2024Crude Oil Prices Remain Below Most Recent Highs
5/7/2024Plenty Of Room For Dividend Growth
5/2/2024Sector Performance Via Market Cap
4/30/2024S&P 500 Index Dividends & Stock Buybacks
4/25/2024Concerned About Keeping Pace With Inflation?
4/23/2024Sell In May and Go Away?
4/18/2024Passive vs. Active Fund Flows
4/9/2024I’ll Just Have Water, Thank You
4/4/2024Gold, Silver, and the Miners
4/2/2024The Only Constant Is Change
3/26/2024Corporate Earnings Estimates Signal Strength Ahead
3/21/2024S&P 500 Stock Prices Relative To Their All-Time Highs
3/19/2024Communication Services Sector Performance Since Inception
3/14/2024Worst-Performing S&P 500 Index Subsectors YTD (Thru 3/12)
3/12/2024Top-Performing S&P 500 Index Subsectors YTD (Thru 3/8)
3/7/2024A Check Up On Health Care
3/5/2024A Snapshot Of The S&P 500 Earnings Beat Rate
2/29/2024S&P 500 Index Earnings & Revenue Growth Rate Estimates
2/27/2024Growth Vs. Value Investing (Small-Caps)
2/15/2024Consumer Delinquency Rates
2/13/2024A Snapshot of Bond Valuations
2/8/2024Consumer Checkup: Aisle 7
2/6/2024Defensive Sectors and Elevated Inflation
2/1/2024S&P 500 Index Dividend Payout Profile
1/30/2024Passive vs. Active Fund Flows
1/25/2024Global Government Bond Yields
1/23/2024Technology Stocks and Semiconductors
1/18/2024The Price of Safety
1/16/2024Sector Performance Via Market Cap
1/11/2024An Update on Covered Call Returns
1/9/2024Stocks In the New Millennium
1/4/2024The Only Constant Is Change
2023
12/12/2023Worst-Performing S&P 500 Index Subsectors YTD (Thru 12/8)
12/7/2023Top-Performing S&P 500 Index Subsectors YTD (Thru 12/5)
12/5/2023Communication Services Sector Performance Since Inception
11/30/2023Sector Performance Via Market Cap
11/28/2023Growth Vs. Value Investing
11/9/2023Crude Oil Prices Remain Below Most Recent Highs
11/7/2023An Update On Energy-Related Stocks
11/2/2023A Snapshot of Bond Valuations
10/31/2023How Bonds Have Fared Since 8/4/20
10/26/2023An Update on Covered Call Returns
10/24/2023Passive vs. Active Fund Flows
10/19/2023The Price of Safety
10/17/2023Defensive Sectors and Elevated Inflation
10/12/2023S&P 500 Index Dividend Payout Profile
10/10/2023S&P 500 Index Dividends & Stock Buybacks
10/5/2023S&P 500 Index Earnings & Revenue Growth Rate Estimates
10/3/2023The Only Constant Is Change
9/28/2023Global Government Bond Yields
9/26/2023Sector Performance Via Market Cap
9/21/2023S&P 500 Index Dividends & Stock Buybacks
9/19/2023S&P 500 Stock Prices Relative To Their All-Time Highs
9/14/2023Worst-Performing S&P 500 Index Subsectors YTD (Thru 9/12)
9/12/2023Top-Performing S&P 500 Index Subsectors YTD (Thru 9/8)
9/7/2023Crude Oil Prices Remain Below Most Recent Highs
8/29/2023S&P 500 Stock Prices Relative To Their All-Time Highs
8/24/2023An Update On Energy-Related Stocks
8/22/2023Finally, A Real Yield!
8/17/2023Growth Vs. Value Investing (Small-Caps)
8/15/2023Growth Vs. Value Investing
8/14/2023Week of August 14th
8/10/2023Defensive Sectors and Elevated Inflation
8/8/2023A Snapshot Of The S&P 500 Index Earnings Beat Rate
8/3/2023Consumer Default Rates
8/1/2023Consumer Checkup: Aisle 7
7/27/2023A Snapshot of Bond Valuations
7/25/2023The Price of Safety
7/20/2023One Measure of Corporate Cash Holdings
7/18/2023S&P 500 Index Earnings & Revenue Growth Rate Estimates
7/13/2023Worth the Risk?
7/11/2023S&P 500 Index Dividends & Stock Buybacks
7/6/2023The Only Constant Is Change…Usually
6/29/2023Passive vs. Active Fund Flows
6/27/2023Biotechnology Stocks Still At Reasonable Valuations
6/22/2023A Check Up On Health Care
6/20/2023Sector Performance Via Market Cap
6/15/2023Worst-Performing S&P 500 Index Subsectors YTD (Thru 6/13)
6/13/2023Top-Performing S&P 500 Index Subsectors YTD (Thru 6/9)
5/25/2023Global Equity Returns Spanning The COVID-19 Pandemic
5/23/2023An Update On Energy-Related Stocks
5/18/2023Global Government Bond Yields
5/16/2023Real Rate Of The 10-Year Treasury Note
5/11/2023International Revenues By Sector
5/9/2023Recession? Don’t Ask The Equity Markets…
5/4/2023What’s Going On With the Dollar?
5/2/2023An Update On Covered Call Returns
4/27/2023S&P 500 Index Dividend Payout Profile
4/25/2023Sector Performance Via Market Cap
4/21/2023Technology Stocks And Semiconductors
4/18/2023A Snapshot of Bond Valuations
4/13/2023Growth Vs. Value Investing
4/11/2023Sell In May And Go Away?
4/6/2023S&P 500 Index Dividends & Stock Buybacks
4/4/2023The Only Constant Is Change
3/30/2023One Measure Of Corporate Cash Holdings
3/28/2023Money Market Fund Assets Hit New All-Time High
3/23/2023Worst-Performing S&P 500 Index Subsectors YTD (Thru 3/21)
3/21/2023Top-Performing S&P 500 Index Subsectors YTD (Thru 3/17)
3/16/2023Every Year Looks Volatile Compared To 2017
3/14/2023How Bonds Have Fared Since 8/4/20
3/9/2023A Snapshot Of The S&P 500 Index Earnings Beat Rate
3/8/2023Passive vs. Active Fund Flows
3/2/2023A Snapshot Of The U.S. Dollar
2/28/2023S&P 500 Index Earnings & Revenue Growth Rate Estimates
2/23/2023Growth vs. Value Investing (Small-Caps)
2/21/2023Not Out Of The Woods Yet
2/16/2023Not Like The Others
2/14/2023The Consumer Gets Some Love
2/9/2023A Challenging Situation
2/7/2023Losing Money Safely
2/2/2023Just What The Doctor Ordered
1/31/2023Your Cash Ain’t Nothing But Trash
1/26/2023Standing On A Knife-Edge
1/24/2023Uncharted Waters
1/19/2023Sector Performance Via Market Cap
1/17/2023A Snapshot of Bond Valuations
1/12/2023This Covered Call Index Tends To Outperform The S&P 500 When Returns Are Modest Or Down
1/10/2023A Global Snapshot Of Government Bond Yields
1/5/2023A Snapshot Of How Stocks Have Performed So Far This Millennium
1/3/2023The Only Constant Is Change
2022
12/15/2022This Covered Call Index Tends To Outperform The S&P 500 When Returns Are Modest Or Down
12/13/2022A Snapshot of Gold, Silver And The Miners
12/8/2022How Communication Services Has Fared Since Its Inception (September 2018)
12/6/2022A Global Snapshot Of Equity Returns Spanning The COVID-19 Pandemic
12/1/2022How Defensive Sectors Have Fared During Periods Of Elevated Inflation
11/29/2022S&P 500 Index Dividend Payout Profile
11/22/2022Some Perspective On The S&P 500 Index’s Dividend Yield
11/17/2022A Snapshot Of Bond Valuations
11/15/2022A Snapshot of Bond Yields
11/10/2022Worst-Performing S&P 500 Index Subsectors YTD (Thru 11/8)
11/8/2022Top-Performing S&P 500 Index Subsectors YTD (Thru 10/31)
11/3/2022S&P 500 Index Earnings & Revenue Growth Rate Estimates
11/1/2022A Snapshot of Growth vs. Value Investing
10/27/2022How Bonds Have Fared Since 8/4/20
10/25/2022A Global Snapshot Of Government Bond Yields
10/20/2022The Price Of Crude Oil Is Well Off Its Recent Peak
10/18/2022Passive vs. Active Fund Flows
10/13/2022The Price Of Natural Gas Is Up But Plenty Volatile
10/11/2022Stock Buybacks by Sector
10/6/2022S&P 500 Index Dividends Set New Record While Buybacks Drop
10/4/2022The Only Constant Is Change
9/29/2022A Global Snapshot Of Equity Returns Spanning The COVID-19 Pandemic
9/27/2022How Bonds Have Fared Since 8/4/20
9/22/2022A Global Snapshot Of Government Bond Yields
9/20/2022How Defensive Sectors Have Fared During Periods Of Elevated Inflation
9/15/2022One Way To View Energy-Related Stocks
9/13/2022A Snapshot of Growth vs. Value Investing
9/8/2022A Snapshot Of Homebuilder-Related Stocks
9/6/2022A Snapshot Of Bond Yields
9/1/2022A Snapshot Of The S&P 500 Index Earnings Beat Rate
8/30/2022A Snapshot Of The U.S. Dollar
8/25/2022Technology Has Been The “Gold Standard” For Decades
8/23/2022A Global Snapshot Of Equity Returns Spanning The COVID-19 Pandemic
8/18/2022A Global Snapshot Of Government Bond Yields
8/16/2022Sector Performance Via Market Cap. (2020-2021 and YTD-8/12/22)
8/11/2022How Bonds Have Fared Since 8/4/20
8/9/2022A Snapshot Of Gold, Silver And The Miners
8/4/2022One Way To View Consumer Stocks
8/2/2022S&P 500 Index Earnings & Revenue Growth Rates
7/28/2022Worst-Performing S&P 500 Index Subsectors YTD (Thru 7/26)
7/26/2022Ecommerce Sales Trending Higher
7/21/2022A Snapshot Of Bond Valuations
7/19/2022Passive vs. Active Fund Flows
7/14/2022A Snapshot of Growth vs. Value Investing
7/12/2022S&P 500 Index Dividend Payout Profile
7/7/2022Every Year Looks Volatile Compared To 2017
7/5/2022The Only Constant Is Change
6/30/2022The Real Rate of Return on the 10-Year Treasury Note
6/28/2022S&P 500 Index Earnings & Revenue Growth Rate
6/23/2022How Bonds Have Fared Since 8/4/20
6/21/2022S&P 500 Index Dividends And Buybacks Still Setting Records
6/16/2022Sector Performance Via Market Cap. (2020-2021 and YTD-6/14/22)
6/14/2022The Buy And Hold Investment Strategy Is Not Dead
6/9/2022A Global Snapshot Of Government Bond Yields
6/7/2022Top-Performing S&P 500 Index Subsectors YTD (Thru 5/31)
6/2/2022A Snapshot Of The U.S. Dollar
5/31/2022A Snapshot Of Gold, Silver And The Miners
5/26/2022A Snapshot Of Growth vs. Value Investing (Small-Caps)
5/24/2022A Snapshot Of Bond Valuations
5/19/2022A Snapshot of Growth vs. Value Investing
5/17/2022A Global Snapshot Of Equity Returns Spanning The COVID-19 Pandemic
5/12/2022How Defensive Sectors Have Fared During Periods Of Elevated Inflation
5/10/2022Money Market Fund Assets Remain Elevated
5/5/2022This Covered Call Index Tends To Outperform The S&P 500 When Returns Are Modest Or Down
5/3/2022Sector Performance Via Market Cap. (2020-2021 and YTD-4/29/22)
4/28/2022S&P 500 Index Earnings & Revenue Growth Rate
4/26/2022How Bonds Have Fared Since 8/4/20
4/21/2022Passive vs. Active Fund Flows
4/19/2022One Measure Of Corporate Cash Holdings
4/14/2022Consider The Potential Opportunity Costs Before You Sell In May And Go Away!
4/13/2022Issue 89, April 2022
4/12/2022A Snapshot Of Bond Valuations
4/7/2022S&P 500 Index Dividends And Buybacks At Record Highs
4/5/2022The Only Constant Is Change
3/31/2022Passive Investment Vehicles Have Posted The Strongest Asset Growth Since The End of 2007
3/29/2022The Real Rate of Return on the 10-Year Treasury Note
3/24/2022The Buy And Hold Investment Strategy Is Not Dead
3/22/2022A Global Snapshot Of Government Bond Yields
3/17/2022How Bonds Have Fared Since 8/4/20
3/15/2022A Snapshot of Growth vs. Value Investing
3/10/2022Sector Performance Via Market Cap. (2020-2021 and YTD-3/9/22)
3/8/2022A Perspective On Crude Oil Prices
3/3/2022A Snapshot Of The U.S. Dollar
3/1/2022A Snapshot Of Bond Valuations
2/24/2022A Snapshot Of The Last Four 10%-Plus Declines In The S&P 500 Index
2/22/2022A Snapshot Of Gold, Silver And The Miners
2/17/2022Top-Performing S&P 500 Index Subsectors YTD (Thru 2/15)
2/15/2022Rising Bond Yields And Stock Performance
2/10/2022This Covered Call Index Tends To Outperform The S&P 500 When Returns Are Modest Or Down
2/8/2022S&P 500 Index Earnings & Revenue Growth Rate Projections
2/3/2022S&P 500 Index Dividend Payout Profile
2/1/2022A Global Snapshot Of Government Bond Yields
1/27/2022Sector Performance Via Market Cap. (2020-2021 and YTD-1/25/22)
1/25/2022How Bonds Have Fared Since 8/4/20
1/20/2022Passive vs. Active Fund Flows
1/18/2022A Snapshot of Growth vs. Value Investing
1/13/2022The Real Rate Of Return On The 10-Year Treasury Note
1/11/2022Every Year Looks Volatile Compared To 2017
1/6/2022A Snapshot Of How Stocks Have Performed So Far This Millennium
1/4/2022The Only Constant Is Change
2021
12/16/2021A Snapshot Of Bond Valuations
12/14/2021The S&P 500 Index Is On Pace To Post Its Third Consecutive Double-Digit Gain
12/9/2021A Snapshot Of Gold, Silver And The Miners
12/7/2021A Look Back At The Top-Performing S&P 500 Index Subsectors In 2013
12/2/2021A Snapshot Of The S&P 500 Index Earnings Beat Rate
11/30/2021S&P 500 Index Earnings & Revenue Growth Rate Projections
11/23/2021A Global Snapshot Of Equity Returns Spanning The COVID-19 Pandemic
11/18/2021How Bonds Have Fared Since 8/4/20
11/16/2021How Defensive Sectors Have Fared During Periods Of Elevated Inflation
11/11/2021A Snapshot of Growth vs. Value Investing
11/9/2021A Snapshot Of Growth vs. Value Investing (Small-Caps)
11/4/2021A Snapshot Of The U.S. Dollar
11/2/2021Sector Performance Via Market Cap. (2020 Bear Market & New Bull Market)
10/28/2021A Snapshot Of Materials Stocks
10/26/2021The Price Of Crude Oil Has Surged During The COVID-19 Pandemic
10/21/2021Passive vs. Active Fund Flows
10/19/2021A Global Snapshot Of Government Bond Yields
10/14/2021The Price Of Natural Gas Has Surged
10/12/2021Tech Stocks Have Delivered Strong Returns Since The End Of The Financial Crisis-Induced Bear Market
10/7/2021S&P 500 Index Dividend Payout Profile
10/5/2021The Only Constant Is Change
9/30/2021Stock Buybacks by Sector
9/28/2021S&P 500 Index’s Dividend Payout Rebounding From COVID-19 Dip
9/23/2021Low U.S. Consumer Credit Default Rate A Nice Tailwind For Discretionary Stocks
9/21/2021A Snapshot Of Moving Averages
9/16/2021A Snapshot of Growth vs. Value Investing
9/14/2021A Snapshot Of Bond Valuations
9/9/2021Some Perspective On Corrections And Bear Markets
9/7/2021A Snapshot Of Top-Line Growth Projections
9/2/2021September 30, 1981
8/31/2021Many Investors Could Be Underweight U.S. Mid- & Small-Cap Stocks
8/26/2021A Global Snapshot Of Equity Returns Spanning The COVID-19 Pandemic
8/24/2021The Pace Of Growth In Bond Mutual Fund Assets
8/19/2021A Global Snapshot Of Government Bond Yields
8/17/2021Money Market Fund Assets Remain Elevated
8/12/2021Sector Performance Via Market Cap. (2020 Bear Market & New Bull Market)
8/10/2021A Snapshot of Growth vs. Value Investing
8/5/2021How The S&P 500’s Defensive-Oriented Sectors Have Fared
8/3/2021One Measure Of Corporate Cash Holdings
7/29/2021A Snapshot Of Bond Valuations
7/27/2021A Snapshot Of Equity Fund Flows
7/22/2021Every Year Looks Volatile Compared To 2017
7/20/2021Passive vs. Active Fund Flows
7/15/2021Top-Performing S&P 500 Index Subsectors Since 12/14/20
7/13/2021For Those Equity Investors Concerned About Valuation Levels
7/8/2021A Global Snapshot Of Equity Returns Spanning The COVID-19 Pandemic
7/6/2021A Snapshot Of Growth vs. Value Investing (Small-Caps)
7/1/2021The Only Constant Is Change
6/29/2021The Real Rate of Return on the 10-Year Treasury Note Posts Sharp Decline
6/24/2021A Snapshot Of Gold, Silver And The Miners
6/22/2021Dividends And Stock Buybacks Are In Recovery Mode
6/17/2021How Internet Stocks Have Fared Since The End Of 2002
6/15/2021How Bonds Have Fared Since 8/4/20
6/10/2021A Snapshot Of The Growth In ETF/ETP Assets
6/8/2021A Snapshot of Growth vs. Value Investing
6/3/2021The Buy And Hold Investment Strategy Is Not Dead!
6/1/2021A Snapshot Of The U.S. Dollar
5/27/2021S&P 500 Index Dividend Payout Profile
5/25/2021Sector Performance Via Market Cap. (2020 Bear Market & New Bull Market)
5/20/2021How Bonds Have Fared In This Millennium
5/18/2021This Covered Call Index Tends To Outperform The S&P 500 When Stock Returns Are Modest Or Negative
5/13/2021Commodities Are Garnering More Attention From Investors
5/11/2021How Communication Services Has Fared Since Its Inception (September 2018)
5/6/2021A Global Snapshot Of Government Bond Yields
5/4/2021A Snapshot Of Bond Valuations
4/29/2021Comparing Two Major Recoveries: Technology vs. Financials
4/27/2021A Global Snapshot Of Equity Returns Spanning The COVID-19 Pandemic
4/22/2021A Snapshot Of Homebuilder-Related Stocks
4/20/2021A Snapshot of Growth vs. Value Investing
4/15/2021Consumer Disc. Has Consistently Outperformed Staples And The Broader Market Over The Long-Term
4/13/2021Consider The Potential Opportunity Costs Before You Sell In May And Go Away!
4/8/2021The Real Rate of Return on the 10-Year Treasury Note is Essentially Zero
4/6/2021How Bonds Have Fared Since 8/4/20
4/1/2021The Only Constant Is Change…Usually
3/30/2021A Snapshot Of The U.S. Dollar
3/25/2021Sector Performance Via Market Capitalization (1-Year Anniversary Of The End Of The Bear Market)
3/23/2021Passive Investment Vehicles Have Posted The Strongest Asset Growth Since The End of 2007
3/18/2021A Snapshot Of Two Cyclical Sectors
3/16/2021A Snapshot Of Bond Valuations
3/11/2021The Climate For U.S. Crude Oil
3/9/2021Top-Performing S&P 500 Index Subsectors Since 12/14/20
3/4/2021How U.S. Stocks Have Fared Over The Past 21 Years
3/2/2021How Bonds Have Fared Since 8/4/20
2/25/2021A Snapshot of Growth vs. Value Investing
2/23/2021A Global Snapshot Of Government Bond Yields
2/18/2021September 30, 1981
2/16/2021Sector Performance Via Market Capitalization
2/11/2021Tech Stocks Have Delivered Strong Returns Since The End Of The Financial Crisis-Induced Bear Market
2/9/2021A Snapshot Of Growth vs. Value Investing (Small-Caps)
2/4/2021Assets Held By Equity ETFs And Equity Mutual Funds Have Surged
2/2/2021The Great Rotation Out Of Bond Mutual Funds Never Happened
1/28/2021A Snapshot Of Stock Performance Relative To Historical U.S. Inflation Rates
1/26/2021The Tech Sector Has Been The “Gold Standard” For 15 Years
1/21/2021Passive vs. Active Fund Flows
1/19/2021One Measure Of Corporate Cash Holdings
1/14/2021Every Year Looks Volatile Compared To 2017
1/12/2021A Snapshot Of Bond Valuations
1/7/2021A Snapshot Of How Stocks Have Performed So Far In This Millennium
1/5/2021The Only Constant Is Change
2020
12/17/2020Commodity Prices Rising As The U.S. Dollar Falls
12/15/2020A 20-Year Snapshot Of Bond Yields
12/10/2020The Pop In Treasury Returns Likely Not Sustainable
12/8/2020A Snapshot of Growth vs. Value Investing
12/3/2020A Snapshot Of Top-Line Growth Projections
12/1/2020Homebuilder-Related Stocks Have Finally Surpassed Their 2005 Peak
11/24/2020Betas Can Help Match One’s Equity Holdings With One’s Risk Tolerance
11/19/2020A Snapshot Of The S&P 500 Index Earnings Beat Rate
11/17/2020A Snapshot Of The U.S. Dollar
11/12/2020Every Year Looks Volatile Compared To 2017
11/10/2020A Snapshot Of Gold, Silver And The Miners
11/5/2020Sector Performance Via Market Capitalization (Since Trump Was Elected)
11/3/2020Passive vs. Active Fund Flows
10/29/2020The Real Rate of Return on the 10-Year Treasury Note is Negative
10/27/2020A Snapshot of Growth vs. Value Investing
10/22/2020S&P 500 Index Dividend Payout Profile
10/20/2020How Stocks Have Fared Since Donald J. Trump Was Elected President
10/15/2020Low U.S. Consumer Credit Default Rate A Nice Tailwind For Discretionary Stocks
10/13/2020A Global Snapshot Of Government Bond Yields
10/8/2020Many Investors Could Be Underweight U.S. Mid- & Small-Cap Stocks
10/6/2020The Only Constant Is Change
10/1/2020Top-Performing S&P 500 Index Subsectors In 2020
9/29/2020A Snapshot Of Bond Valuations
9/24/2020Sector Performance Via Market Capitalization (Year-to-Date)
9/22/2020S&P 500 Index Dividend Payout Holding Up But Stock Buybacks Plunge
9/17/2020One Way To Potentially Keep Pace With Rising Health Care Costs
9/15/2020A Global Snapshot Of Equity Returns During The COVID-19 Pandemic
9/10/2020A Performance Snapshot Of Three Traditional Wealth-Building Asset Classes
9/8/2020Natural Gas Prices Have Surged Of Late
9/3/2020A Snapshot of Growth vs. Value Investing
9/1/2020A Snapshot Of Moving Averages
8/27/2020E-Commerce Sales Are Thriving
8/25/2020How Bonds Have Fared During The Rebound In The Stock Market
8/20/2020How Stocks Have Fared In The First Year Of A Four-Year Presidential Term
8/18/2020Homebuilder-Related Stocks Closing In On 2005 Historical Peak
8/13/2020A Snapshot Of Bond Valuations
8/11/2020Internet Advertising Revenue Still Growing At A Double-Digit Clip
8/6/2020The Action In The Stock Market Has Been Fast And Furious
8/4/2020A Snapshot Of Sector Investing
7/30/2020Every Year Looks Volatile Compared To 2017
7/28/2020A Snapshot Of The U.S. Dollar
7/23/2020A Global Snapshot Of Government Bond Yields
7/21/2020A Snapshot of Growth vs. Value Investing
7/16/2020Passive vs. Active Fund Flows
7/14/2020Sector Performance Via Market Capitalization (Year-to-Date)
7/9/2020A Case For Investing In Two Basic Necessities
7/7/2020U.S. Stocks Have Outperformed Foreign Stocks Since President Trump Was Elected
7/2/2020The Only Constant Is Change
6/30/2020A Snapshot Of Growth vs. Value Investing (Small-Caps)
6/25/2020How Internet Stocks Have Fared Since The End Of 2002
6/23/2020The Tech Sector Has Been The “Gold Standard” For 15 Years
6/18/2020A Snapshot of Health Care Stocks
6/16/2020A Snapshot Of Equity Fund Flows
6/11/2020This Covered Call Index Tends To Outperform The S&P 500 When Stock Returns Are Modest Or Negative
6/9/2020S&P 500 Index Dividend Payout Profile
6/4/2020The Buy And Hold Investment Strategy Is Not Dead!
6/2/2020Passive Investment Vehicles Have Posted The Strongest Asset Growth Since The End Of 2007
5/28/2020A Snapshot Of The Growth In ETF/ETP Assets
5/26/2020How Stocks Have Fared Since Donald J. Trump Was Elected President
5/21/2020A Global Snapshot Of Government Bond Yields
5/19/2020A Snapshot of Growth vs. Value Investing
5/14/2020Many Investors Could Be Underweight U.S. Mid- & Small-Cap Stocks
5/12/2020Money Market Fund Assets Still Trending Higher
5/7/2020A Global Snapshot Of Equity Returns During The COVID-19 Pandemic
5/5/2020A Snapshot Of Moving Averages
4/30/2020The Action In The Stock Market Has Been Fast And Furious
4/28/2020Top-Performing S&P 500 Index Subsectors In 2020
4/23/2020S&P 500 Index Stock Prices Relative To Their 52-Week Highs
4/21/2020Consider The Potential Opportunity Costs Before You Sell In May And Go Away!
4/16/2020The Federal Funds Target Rate Has Come Full Circle
4/14/2020The Only Constant Is Change
4/9/2020A Snapshot Of Bond Valuations
4/7/2020Sector Performance Via Market Capitalization (Since The U.S. Formally Recognized COVID-19)
4/2/2020Money Market Fund Assets Are Surging
3/31/2020Volatility vs. Stock Returns
3/26/2020How The S&P 500 Index Has Fared Since The Onset Of The Coronavirus (COVID-19)
3/24/2020A Snapshot Of Bond Valuations
3/19/2020Trump Rally vs. Trump Tariffs vs. Trump Bear Market
3/17/2020How Bonds Have Fared During The Sell-Off In Stocks
3/12/2020Commodities Can’t Catch A Break
3/10/2020How The S&P 500 Index Has Fared Since The Onset Of The Coronavirus (COVID-19)
3/5/2020A Snapshot Of The U.S. Dollar
3/3/2020A Global Snapshot Of Government Bond Yields
2/27/2020The Climate For U.S. Crude Oil
2/25/2020The Yield On The 10-year Treasury Note Just Revisited Its All-Time Low
2/20/2020Keep An Eye On Gold, Silver And The Miners
2/18/2020S&P 500 Index Earnings & Revenue Growth Rate Projections View
2/13/2020A Snapshot Of Bond Valuations
2/11/2020How Bonds Have Fared Since 10/9/07
2/6/2020Technology Stocks Continue to Deliver Strong Returns for Investors
2/4/2020Many Investors Could Be Underweight Mid- & Small-Cap Stocks
1/30/2020Money Market Fund Assets At Highest Level Since 2009
1/28/2020Homebuilder-Related Stocks Still Below 2005 Historical Peak
1/23/2020Every Year Looks Volatile Compared To 2017
1/21/2020Passive vs. Active Fund Flows
1/16/2020The Only Constant Is Change
1/14/2020Trump Rally (11/8/16-1/10/20) vs. Trump Tariffs (3/8/18-1/10/20)
1/9/2020When Less Can Potentially Bring More
1/7/2020A Snapshot Of How Stocks Have Performed So Far In This Millennium
1/2/2020A Snapshot of Growth vs. Value Investing
2019
12/19/2019Stock Buybacks by Sector
12/17/2019A Snapshot Of FDA Drug Approvals
12/12/2019S&P 500 Index Earnings & Revenue Growth Rate Projections (2020 & 2021)
12/10/2019U.S. Stocks Have Outperformed Foreign Stocks Since President Trump Was Elected
12/5/2019Checking in on the 10-Largest Stocks in the S&P 500 Index
12/3/2019Top-Performing S&P 500 Index Subsectors in 2019
11/26/2019How Stocks Have Fared In Presidential Election Years
11/21/2019Sector Performance Via Market Capitalization (Since Steel/Aluminum Tariffs Enacted)
11/19/2019Still Waiting For The Great Rotation Out Of Bond Mutual Funds
11/14/2019Information Technology + Consumer Discretionary = E-commerce
11/12/2019Equity Investors Opting For Blended Portfolios Over Growth And Value
11/7/2019A Snapshot Of Bond Valuations
11/5/2019This Covered Call Index Tends To Outperform The S&P 500 When Stock Returns Are Modest Or Negative
10/31/2019This Data Does Not Portend A Bear Market In Stocks
10/29/2019Trump Rally (11/8/16-10/28/19) vs. Trump Tariffs (3/8/18-10/28/19)
10/24/2019A Snapshot of Growth vs. Value Investing
10/22/2019Bank Dividend Payouts Are Trending Higher
10/17/2019Yield Spreads Between Government And Municipal Bonds Favors Tax-Frees
10/15/2019A Snapshot of Moving Averages
10/10/2019How Some Major S&P Stock Indices Have Fared Since The 2016 Brexit Vote
10/8/2019The Only Constant Is Change
10/3/2019One Take On The U.S. Dollar
10/1/2019U.S. Retail Investors Seem Committed To Foreign Equities
9/26/2019S&P 500 Index Earnings & Revenue Growth Rate Projections
9/24/2019The Upcoming Winter Heating Season Could Provide A Much Needed Boost To Natural Gas Prices
9/19/2019S&P 500 Index Companies Continue To Reward Shareholders
9/17/2019S&P 500 Index’s Dividend Payout Expected To Set An All-Time High In Q3’19
9/12/2019How U.S. Stocks & Bonds Have Fared Since The Attacks On 9/11
9/10/2019Homebuilder-Related Stocks In Rally Mode In 2019
9/5/2019A Global Snapshot of Government Bond Yields
9/3/2019This Data Does Not Portend A Bear Market In Stocks
8/29/2019A Snapshot of Growth vs. Value Investing
8/27/2019Sector Performance Via Market Capitalization (Since Steel/Aluminum Tariffs Enacted)
8/22/2019How Bonds Have Fared This Millennium
8/20/2019Some Sectors Are More Global Than Others
8/15/2019Some Perspective On The Drop In Bond Yields
8/13/2019A Snapshot of Moving Averages
8/8/2019Internet Advertising Revenue Growing At A 20%-Plus Clip
8/6/2019Trump Rally (11/8/16-8/5/19) vs. Trump Tariffs (3/8/18-8/5/19)
8/1/2019A Snapshot Of Bond Valuations
7/30/2019U.S. Stocks Have Outperformed Foreign Stocks Since President Trump Was Elected
7/25/2019A Snapshot Of Sector Investing
7/23/2019The More Things Change…
7/18/2019The Low U.S. Consumer Credit Default Rate Is Good For Discretionary Stocks
7/16/2019S&P 500 Index Earnings & Revenue Growth Rate Projections
7/11/2019The Only Constant Is Change
7/9/2019Some Perspective On The Outsized Gains In Stocks in 2019
7/2/2019A Snapshot Of Growth vs. Value Investing (Small-Caps)
6/27/2019A Snapshot of Growth vs. Value Investing
6/25/2019A Snapshot Of S&P 500 Index Stock Buybacks
6/20/2019Passive vs. Active Fund Flows
6/18/2019How Mutual Fund Investors Have Positioned Their Capital This Millennium
6/13/2019Individual Investors Are Not Very Bullish On Stocks Now And That Isn’t Necessarily Bad
6/11/2019How Bonds Have Fared Since 10/9/07
6/6/2019The Only Constant Is Change
6/4/2019Sector Performance Via Market Capitalization (Since Steel/Aluminum Tariffs Enacted)
5/30/2019A Case For Investing In Two Basic Necessities
5/28/2019How Equity REITs Have Fared Since 7/8/16
5/23/2019A Snapshot Of The Rally In The U.S. Dollar
5/21/2019Tracking The Retail Investor’s Appetite For High Yield Corporate Bonds
5/16/2019A Snapshot Of Bond Valuations
5/14/2019A Snapshot of Moving Averages
5/9/2019U.S. Major Stock Indices Have Outperformed Their Foreign Counterparts Since Trump Was Elected
5/7/2019Top-Performing S&P 500 Index Subsectors in 2019
5/2/2019A 10-Year Snapshot Of Sector Mutual Fund Flows From Retail Investors
4/30/2019How Bonds Have Fared Since 7/8/16
4/25/2019Consider The Potential Opportunity Costs Before You Sell In May And Go Away!
4/23/2019A Snapshot of Crude Oil Production (U.S. vs. OPEC)
4/18/2019How Some Major Equity Indices Have Fared In The Recent Correction And Recovery
4/16/2019The Losses Sustained In The Recent Correction Nearly Fully Recouped
4/11/2019A Snapshot of Growth vs. Value Investing
4/9/2019A Snapshot Of Dividend-Payers & Non-Payers In The S&P 500 Index
4/4/2019Every Year Looks Volatile Compared To 2017
4/2/2019S&P 500 Index Earnings & Revenue Growth Rate Projections
3/28/2019S&P 500 Index’s Dividend Payout Sets Another All-Time High In Q4’18
3/26/2019S&P 500 Index Stock Buybacks Surged In 2018
3/21/2019Commodities & The U.S. Dollar
3/19/2019Technology Stocks Continue to Deliver Strong Returns for Investors
3/14/2019Passive Investment Vehicles Have Posted The Strongest Asset Growth Since The End Of 2007
3/12/2019This Data Does Not Portend A Bear Market In Stocks
3/7/2019Sector Performance Via Market Capitalization (Current Bull Market)
3/5/2019A Global Snapshot of Government Bond Yields
2/28/2019This Covered Call Index Tends To Outperform The S&P 500 When Stock Returns Are Modest Or Negative
2/26/2019Massive Growth In The Equity REIT Market This Millennium
2/21/2019Comparing Two Major Recoveries: Technology vs. Financials
2/19/2019One Of The Original Asset Allocation Models
2/14/2019Many Investors Could Be Underweight Mid- & Small-Cap Stocks
2/12/2019For Those Equity Investors Concerned About Valuation Levels
2/7/2019Rising Bank Dividend Payouts Are A Sign Of Strength
2/5/2019Volatility vs. Stock Returns
1/31/2019The Recent Correction And Subsequent Rebound In The S&P 500 Index
1/29/2019When Less Can Potentially Bring More
1/24/2019Passive vs. Active Fund Flows
1/22/2019FDA Drug Approvals Hit All-Time High In 2018
1/17/2019A Snapshot of Growth vs. Value Investing
1/15/2019S&P 500 Index Earnings & Revenue Growth Rate Projections
1/10/2019Corporate Earnings Are Expected To Increase In 2019
1/8/2019A Snapshot Of How Stocks Have Performed So Far In This Millennium
1/3/2019A Snapshot of Bond Valuations
2018
12/20/2018Stock Buybacks by Sector
12/18/2018Sector Performance Via Market Capitalization (Since Steel/Aluminum Tariffs Enacted)
12/13/2018Top-Performing Subsectors in the S&P 500 Index
12/11/2018S&P 500 Index Earnings & Revenue Growth Rate Projections
12/6/2018A Snapshot of Bond Valuations
12/4/2018Checking in on the 10-Largest Stocks in the S&P 500 Index
11/29/2018A Snapshot of Growth vs. Value Investing
11/27/2018How Bonds Have Fared Since 7/8/16
11/20/2018A Snapshot Of Dividend Yields
11/15/2018Passive vs. Active Fund Flows
11/13/2018How Stocks have fared since 9/20/18
11/8/2018A Global Snapshot of Government Bond Yields
11/6/2018A Snapshot Of U.S. Equity Valuation Levels
11/1/2018How The S&P 500 Index & Sector Indices Have Fared YTD And Since 9/20/18
10/30/2018A Snapshot Of The Rally In The U.S. Dollar
10/25/2018Homebuilder-Related Stocks Hit Hard By A Confluence Of Events
10/23/2018The 2018 Stock Market Correction and Recovery Process Resembles 2015’s
10/18/2018How U.S. Stocks Have Fared Since 7/8/16
10/16/2018S&P 500 Index Dividend Payout Profile
10/11/2018S&P 500 Index Stock Prices Relative To Their 52-Week Highs
10/9/2018A Snapshot of Growth vs. Value Investing
10/4/2018How Stocks Have Fared Following Midterm Elections
10/2/2018The Recovery in Financials
9/27/2018S&P 500 Index’s Dividend Payout Hit an All-Time High in Q2’18
9/25/2018S&P 500 Index Companies Set Stock Buyback Record in Q2’18
9/20/2018Health Care Stock Returns Have Outpaced Rising Health Expenditures
9/18/2018Trump Rally (11/8/16-9/14/18) vs. Trump Tariffs (3/8/18-9/14/18)
9/13/2018A Snapshot of Moving Averages
9/11/2018A Snapshot of Bond Valuations
9/6/2018Sector Performance Via Market Capitalization (Year-to-Date)
9/4/2018The U.S. Dollar Is Actually Down Since 12/16/15
8/30/2018Accentuate the Positive
8/28/2018Treasury Yields Are Up Since July 2016 And Returns Have Suffered
8/23/2018Many Investors Could Be Underweight Mid- & Small-Cap Stocks
8/21/2018Equities Have Thrived Worldwide Since 3/9/09
8/16/2018S&P 500 Index Earnings And Revenue Growth Rate Projections
8/14/2018Internet Advertising Revenue Surged In 2017
8/9/2018A Snapshot of U.S. Styles/Market Caps
8/7/2018Passive vs. Active Fund Flows
8/2/2018A Snapshot of Growth vs. Value Investing
7/31/2018How Some Major Global Equity Indices Have Performed Since 11/8/16
7/26/2018U.S. Crude Oil & Natural Gas Rig Counts
7/24/2018Current Stock Valuation Levels vs. March 2000 Levels
7/19/2018Technology Stocks Continue to Deliver Srong Returns for Investors
7/17/2018The Real Rate of Return on the 10-Year Treasury Note is back to Zero
7/12/2018A Snapshot of Market Breadth via Performance
7/10/2018How The S&P 500 Index Has Performed Since The Fed Began Hiking Interest Rates On 12/16/1
7/5/2018Corporate Earnings Estimates Reflect Strength
6/28/2018Sector Performance Via Market Capitalization (Since Steel/Aluminum Tariffs Enacted)
6/26/2018S&P 500 Index Companies Continue To Reward Shareholders
6/21/2018The Recovery In Commodity Prices Is Slow Going
6/19/2018Top-Performing Subsectors in the S&P 500 Index (Bull Market)
6/14/2018Consumer Discretionary Outshining Consumer Staples And The S&P 500
6/12/2018A Snapshot of Growth vs. Value Investing
6/7/2018Semiconductor Sales Remain Robust
6/5/2018When Less Can Potentially Bring More
5/31/2018A Snapshot of Bond Valuations
5/29/2018So Much For The Great Rotation Out Of Bond Mutual Funds
5/24/2018Small-Capitalization (Cap) Stocks Leading The Way In 2018
5/22/2018A Snapshot Of Dividend-Payers & Non-Payers In The S&P 500 Index
5/17/2018A Snapshot of Retailers (Digital vs. Traditional)
5/15/2018S&P 500 Index Earnings And Revenue Growth Rate Projections
5/14/2018A Snapshot of Moving Averages
5/8/2018Let's Call It A Comeback
5/3/2018Some Insight Into The S&P 500 Index Dividend Payout
5/1/2018The Price Of Crude Oil Has Risen To An Interesting Level
4/26/2018Every Year Looks Volatile Compared To 2017
4/24/2018Consider The Potential Opportunity Costs Before You Sell In May And Go Away!
4/19/2018A Snapshot Of European Equities
4/17/2018Stock Buybacks Are Expected To Rise Markedly Thanks To Tax Reform
4/12/2018A Snapshot of Growth vs. Value Investing
4/10/2018Sector Performance Via Market Capitalization (Year-to-Date)
4/5/2018Some Perspective On The Performance Of The S&P 500 Index
4/3/2018The Current Stock Market Correction Is Behaving Like The Last One
3/29/2018A Global Snapshot of Government Bond Yields
3/27/2018A Snapshot of U.S. Styles/Market Caps
3/22/2018S&P 500 Index’s Dividend Payout Still Trending Higher
3/20/2018The Real Rate Of Return On The 10-Year Treasury Note (T-Note) Is Still Low
3/15/2018Biotechnology Stocks Look Cheap Relative To Past Decade
3/13/2018This Covered Call Index Tends To Beat The Broader Market In Low And Negative Return Climates
3/8/2018Passive Investment Vehicles Have Posted The Strongest Asset Growth Since The End Of 2007
3/6/2018U.S. Crude Oil & Natural Gas Rig Counts
3/1/2018A Snapshot of Growth vs. Value Investing
2/27/2018How The S&P 500 Index Has Performed Since Its 2018 Closing Low On 2/8
2/22/2018Rising Interest Rates and Stock Performance
2/20/2018A Snapshot of Moving Averages
2/15/2018A Snapshot of Volatility and Stocks
2/13/2018A Snapshot of Bond Valuations
2/8/2018The Relationship Between Rising Interest Rates And Equity REITs
2/6/2018Sector Performance Via Market Capitalization (Year-to-Date)
2/1/2018S&P 500 Index Top-Line Growth Estimates
1/30/2018A Snapshot Of How Stocks Have Performed So Far In This Millennium
1/25/20182017 Was Another Banner Year For Passive Fund Flows
1/23/2018The Passage Of Tax Reform Could Provide A Boost To Industrials
1/18/2018The Bull Market & Trump Rally
1/16/2018The U.S. Dollar Lost Ground In 2017
1/12/2018A Snapshot Of Fixed-Rate Bond Yields & Total Returns
1/9/2018Corporate Earnings Estimates Reflect Strength
1/4/20182018 & 2019 Earnings Snapshot
2017
12/21/2017A Perspective on the S&P 500 Index’s P/E Ratio
12/19/2017A Snapshot of Growth vs. Value Investing
12/14/2017S&P 500 Index Top-Line Growth Estimates
12/12/2017Top-Performing Subsectors in the S&P 500 Index in 2017
12/7/2017This Homebuilder Index Is Still Well Below Its All-Time High
12/5/2017S&P 500 Index Stock Prices Relative To Their 52-Week Highs
11/30/2017Sector Performance Via Market Capitalization Since Trump Won The Presidential Election
11/28/2017This Covered Call Index Tends To Beat The Broader Market In Low Return And Negative Return
11/16/2017Information Technology + Consumer Discretionary = Internet Retail
11/14/2017An Update On The Recovery In Financial Stocks
11/9/2017A Year Later Most Of The Major S&P Stock Indices Are Deep In The Black
11/7/2017A Global Snapshot of Government Bond Yields
11/2/2017How The S&P 500 Index Has Performed Since The Fed Began Hiking Interest Rates on 12/16/15
10/31/2017A Snapshot Of Major Emerging Markets Stock Indices
10/26/2017S&P 500 Index Stock Dividends Are Still Rising But The Index’s Dividend Yield Isn’t
10/24/2017A Snapshot of U.S. Styles/Market Caps
10/19/2017How Internet Stocks Have Fared Since 2002
10/17/2017Investors are Flocking to ETFs/ETPs
10/12/2017Technology Stocks Have Delivered Strong Returns In The Current Bull Market
10/10/2017A Snapshot Of European Equities
10/5/2017A Snapshot of Growth vs. Value Investing
10/3/20172018 & 2019 Earnings Snapshot
9/28/2017Biotechnology Stocks Still At Reasonable Valuation Levels
9/26/2017S&P 500 Index Top-Line Growth Estimates
9/21/2017This Homebuilder Index Is Still Well Below Its All-Time High
9/19/2017S&P 500 Index’s Dividend Payout Still Trending Higher
9/14/2017The S&P 500 Index Just Set Another All-Time Closing High
9/12/2017A Snapshot Of Dividend-Payers & Non-Payers In The S&P 500 Index
9/7/2017S&P 500 Index Stock Prices Relative To Their 52-Week Highs
9/5/2017A Snapshot of Bond Valuations
8/31/2017How The S&P 500 Index Has Performed Since The Brexit Vote
8/29/2017Some Insight Into The S&P 500 Index Dividend Payout
8/24/2017A Case For Investing In Two Basic Necessities
8/22/2017Tracking The Retail Investor’s Appetite For High Yield Corporate Bonds
8/17/2017A Snapshot of Market Breadth
8/15/2017A Snapshot of Growth vs. Value Investing
8/10/2017The Great Rotation From Bonds To Stocks Has Yet To Happen
8/8/2017Equity Mutual Fund Managers Have Plenty Of Dry Powder
8/3/2017The U.S. Dollar Is Down In 2017
8/1/2017Corporate Earnings Estimates Reflect Strength
7/27/2017Foreign Sales For Big Multinational Companies Fell Again In 2016
7/25/2017A Snapshot of Mega-Cap Stocks
7/20/2017S&P 500 Index Returns Posted Over Last 4 Years Of Longest Bull Market In History
7/18/2017U.S. Crude Oil & Natural Gas Rig Counts Still Trending Higher
7/13/2017S&P 500 Index Top-Line Growth Estimates
7/11/2017How The S&P500 Index Has Performed Since The Federal Reserve Began Hiking Interest Rates On 12/16/15
7/6/2017A Snapshot Of Fixed-Rate Bond Yields & Total Returns
6/29/2017The Big Banks Just Got The Green Light To Boost Their Dividend Payouts
6/27/2017A Snapshot Of Health Care Stocks
6/22/2017S&P 500 Index Companies Continue To Reward Shareholders
6/20/2017Retail Investors Have Shunned Domestic Equity Mutual Funds Since 2007
6/15/2017Still Waiting For The Great Rotation Out Of Bond Mutual Funds
6/13/2017A Snapshot of Growth vs. Value Investing
6/8/2017Retail Equity REITs Under Pressure In 2017
6/6/2017Top-Performing Subsectors in the S&P 500 Index
6/1/2017Sector Performance Via Market Capitalization In The Current Bull Market
5/30/2017An Update On The “Trump Rally”
5/25/2017One Perspective On How Stocks Have Performed So Far In This Millennium
5/23/2017The Outlook For S&P 500 Index Earnings Reflects Strength Through Year-End
5/18/2017Investors Don’t Have To Settle For A 2.00% Stock Dividend Yield
5/16/2017A Snapshot Of Moving Averages
5/11/2017Consumer Stocks Have Delivered Strong Performance Over The Past 25 Years
5/9/2017The Real Rate Of Return On The 10-Year Treasury Is Real Low
5/4/2017A Snapshot of Bond Valuations
5/2/2017The Tech Sector has been the “Gold Standard” for 15 Years
4/27/2017The Rebound in Homebuilder Sentiment has Outpaced the Rebound in Homebuilder Stocks
4/25/2017Gold, Silver and the Miners Still In Rally Mode
4/20/2017U.S. Mergers & Acquisitions (M&A) Deal Volume
4/18/2017Sell in May and Go Away! What is so Scary?
4/13/2017A Snapshot of Growth vs. Value Investing
4/11/2017A Snapshot Of What Investors Are Paying For Stocks
4/6/2017One Measure Of Corporate Cash Holdings Just Shy Of $1.5 Trillion
4/4/2017Technology Stocks Have Delivered Strong Returns In The Current Bull Market
3/30/2017S&P 500 Index Stock Prices Relative To Their 52-Week Highs
3/28/20172017 & 2018 Earnings Snapshot
3/23/2017S&P 500 Index’s Dividend Payout Topped $100 Billion In Q4’16
3/21/2017Investors Continue To Favor Passive Funds Over Actively Managed Funds
3/16/2017Health Care Stock Returns Outpacing Rise In Health Care Spending
3/14/2017S&P 500 Index Top-Line Growth Estimates
3/9/2017A Snapshot Of Foreign Equities
3/7/2017A Snapshot of U.S. Styles/Market Caps
3/2/2017Passive Investment Vehicles Have Posted The Strongest Asset Growth Since The End Of 2007
2/28/2017U.S. Equities Have Boosted Their Global Standing In The Current Recovery
2/23/2017A Snapshot Of The Current Bull Market In Stocks Using The S&P 500 Index
2/21/2017Some Perspective On The Performance Of The S&P 500 Index
2/16/2017How Some Traditional Asset Classes Have Fared Since Treasury Yields Peaked In 1981
2/14/2017A Snapshot Of Fixed-Rate Bond Yields & Total Returns
2/9/2017Investors Would Like To See Bank Margins Rise Along With Interest Rates
2/7/2017A Snapshot of Growth vs. Value Investing
2/2/2017S&P 500 Index Stock Prices Relative To Their 52-Week Highs
1/31/2017Biotechnology Stocks Have Not Been This Cheap In A Decade
1/26/2017Corporate Earnings Expected To Trend Higher in 2017
1/24/2017How U.S. & Other Developed Market Equities Have Fared Since Japan Peaked in 1989
1/19/2017Gold & Silver Miners Have Outperformed The Underlying Metals Since The End of 2015
1/17/2017A Snapshot Of The S&P 500 Index Earnings Beat Rate
1/12/2017Some Insight Into The S&P 500 Index Dividend Payout
1/10/2017A Global Snapshot of Government Bond Yields
1/5/2017The So-Called “Trump Rally”
1/3/2017S&P 500 Index Top-Line Growth Estimates
2016
12/20/2016Investors Continue To Favor Passive Funds Over Actively Managed Funds
12/15/2016A Snapshot of U.S. Styles/Market Caps
12/13/2016Sector Performance Via Market Capitalization Since The Presidential Election
12/8/2016A Snapshot of Small-Cap Stocks vs. Large-Cap Stocks
12/6/2016Interest Rates Spiked In November And Investment Grade Bond Prices Fell
12/1/2016A Snapshot Of The Two Longest U.S. Equity Bull Markets At The 94-Month Mark
11/29/2016U.S. Crude Oil & Natural Gas Rig Counts Are Trending Higher
11/22/2016The U.S. Dollar Is Once Again Testing The Upper Limits Of Its Recent Range
11/17/2016Now That The Election Is Over
11/15/2016Investor Sentiment In Equities Shifted After Midyear
11/10/2016A Snapshot of S&P 500 Breadth
11/8/2016A Snapshot of Bond Valuations
11/3/2016This Sentiment Index Could Be Signaling A Buying Opportunity In Stocks
11/1/2016A Snapshot of Micro-Cap Stocks vs. Small-Cap Stocks
10/27/2016A Snapshot of Growth vs. Value Investing
10/25/2016A Snapshot Of Moving Averages
10/20/2016Retail Investors Have Favored Bond & Hybrid Funds Since The Start Of 2009
10/18/2016Sector Performance Via Market Capitalization
10/13/2016Health Care Often Used As A Wedge Issue In Presidential Elections
10/11/2016Some Insight Into The S&P 500 Index Dividend Payout
10/6/2016One Measure Of Corporate Cash Holdings Reached A Record High in Q2’16
10/4/2016S&P 500 Index Dividend-Payers Still Distributing Lots Of Cash To Shareholders
9/29/2016The Growth In State Tax Collections May Be Better Than Some Think
9/27/2016The Recovery In Financials Could Include Rising Dividend Payouts
9/22/2016What The Slowdown In Global Growth Looks Like
9/20/2016Technology Stocks Have Delivered Strong Returns In The Current Bull Market
9/15/2016This Covered Call Index Tends To Beat The Broader Market In Low Return And Negative Return Climates
9/13/2016Leveraged Loans (Senior Loans) Could Be One Of The Beneficiaries Of Higher Interest Rates
9/8/2016An Update On The Recovery In Financials
9/6/2016The Bull Market In The S&P 500 Index May Be Picking Up Steam After A Sluggish
9/1/2016Snapshot of U.S. Equity Styles/Market Caps
8/30/2016The U.S. Dollar Index Has Been Range Bound Since March 2015
8/25/2016A Snapshot of Bond Valuations
8/23/2016S&P 500 Index Stock Prices Relative To Their 52-Week Highs
8/18/2016The U.S. Crude Oil Rig Count Is Rising But The Natural Gas Rig Count Is Not
8/16/2016S&P 500 Index Top-Line Growth Estimates
8/11/2016A Snapshot of Growth vs. Value Investing
8/9/2016Retail Investors Continue To Invest In Foreign Stocks
8/4/2016The Best-Performing Sectors Spanning The Past 12 Months, Brexit Fallout & Post-Brexit Fallout
8/2/2016Utilities Looking A Bit Rich After Staging Strong Rally In 2016
7/28/2016Foreign Sales Dipped For The Big Multinational Companies In 2015
7/26/2016Consumer Stocks Have Outperformed The Broader Market Over The Past 10 Years
7/21/2016The Best-Performing Sectors Since 5/21/15, 8/25/15 and 2/11/16
7/19/2016The Search For Yield In the Bond Market
7/14/2016Health Care Stocks Are Mending Slowly
7/12/2016A Snapshot Of S&P 500 Index Dividend Increases In The Current Bull Market
7/7/2016S&P 500 Index Stock Prices Relative To Their 52-Week Highs
7/5/2016Commodity Prices Up Sharply In Q2’16
6/30/2016Still Waiting For The Great Rotation Out Of Bond Mutual Funds
6/28/2016First Trust Advisors
6/23/2016S&P 500 Index Companies Continue To Reward Shareholders
6/21/2016How Some Major Bond Indices Have Fared Over The Past Five Years
6/16/2016The Corporate Cash Stash Continues To Inch Higher
6/14/2016The Outlook For 2016 Earnings Indicates Recovery Mode For Q2, Q3 & Q4
6/9/2016Snapshot of U.S. Equity Styles/Market Caps
6/7/2016A Snapshot Of European Equities
6/2/2016A Snapshot Of Bond Valuations
5/31/2016U.S. Crude Oil & Natural Gas Rig Counts Are Still Falling
5/26/2016Gold & Silver Miners Outperforming The Underlying Metals In 2016
5/24/2016U.S. Equities Still The Dominant Market On The Globe
5/19/2016A Snapshot Of Utility & Infrastructure-Related Stocks
5/17/2016S&P 500 Index Stock Prices Relative To Their 52-Week Highs
5/12/2016Interest Rate Levels Do Not Portend A Bear Market In Stocks
5/10/2016S&P 500 Index Top-Line Growth Estimates
5/5/2016Many Investors Could Be Underweight Mid- & Small-Cap Stocks
5/3/20162016 & 2017 Earnings Snapshot
4/28/2016A Snapshot Of Major Emerging Market Stock Indices
4/26/2016Sell in May and Go Away! What is so Scary?
4/21/2016Health Care Stock Returns Outpacing Rise In Health Care Expenses
4/19/2016A Snapshot of Growth vs. Value Investing
4/14/2016It’s Time To Get Real
4/12/2016Snapshot of U.S. Equity Styles/Market Caps
4/7/2016Not A Bad Bull Market After All
4/5/2016S&P 500 Index Dividend-Payers Distributing Record Levels Of Cash
3/31/2016How Pairing Related Sectors In The Current Bull Market Would Have Fared
3/29/2016Companies Are Repurchasing Stock At A Better Than Average Clip
3/24/2016S&P 500 Index Top-Line Growth Estimates
3/22/2016Commodity Prices Get Some Relief From Decline In The U.S. Dollar
3/17/2016A Snapshot Of Bond Valuations
3/15/2016Some Insight Into The S&P 500 Index Dividend Payout
3/10/2016A Snapshot Of The S&P 500 Index Earnings Beat Rate
3/8/2016Retail Investors Partial To Foreign Equities Over The Past Two Years
3/3/2016A Snapshot Of The Top Performing S&P 500 Sector Indices Over Time
3/1/2016Passive Investment Vehicles Posted The Strongest Asset Growth Since The End Of 2007
2/25/2016Some Perspective On The Performance Of The S&P 500 Index
2/23/2016Block Trading In The S&P 500 Index Has Turned For The Better
2/18/2016A Snapshot Of Health Care Stocks
2/16/2016The Average Stock In The S&P 500 Index
2/11/2016A Snapshot of Growth vs. Value Investing
2/9/2016Sector Performance Via Market Capitalization
2/4/2016Snapshot Of U.S. Equity Styles/Market Caps
2/2/2016A Snapshot Of European Equities
1/28/2016The U.S. Dollar Has Strengthened The Past Two Years
1/26/2016How Large Company Stocks Have Performed In The New Millennium
1/21/2016The Energy Sector’s Influence On S&P 500 Index Earnings Is Waning
1/19/2016Snapshot Of Bond Valuations
1/14/20162015 Has Something In Common With 2011
1/12/2016S&P 500 Index Top-Line Growth Estimates
1/7/2016The Average Stock In The S&P 500 Index May Be Down More Than You Think
1/5/20162016 & 2017 Earnings Snapshot
2015
12/22/2015S&P 500 Index Companies Rewarding Shareholders Despite Modest Recovery
12/17/2015Investors Continue To Favor Passive Funds Over Those Actively Managed
12/15/2015Covered Calls May Be Conducive For This Market Climate
12/10/2015U.S. Dollar Strength & China Slowdown Help Push Commodity Prices Lower
12/8/2015Sector Performance Can Vary Dramatically Based On Market Capitalization
12/3/2015The Current Bull Market Is The 3rd Longest
12/1/2015Many Investors Could Be Underweight Mid- & Small-Cap Stocks
11/24/2015A Snapshot of Growth vs. Value Investing
11/19/2015Slower Economic Growth Has Negatively Impacted Emerging Markets Equities
11/17/2015Micro-Caps Have Been The Sweet Spot In The Small-Cap Space
11/12/2015Snapshot Of Bond Valuations
11/10/2015S&P 500 Index Top-Line Growth Estimates
11/5/2015A Snapshot Of European Equities
11/3/2015A Snapshot Of Moving Averages
10/29/2015How Internet Stocks Have Fared Since 2002
10/27/2015The S&P 500 Index’s Post-Correction Recovery May Be Well Underway
10/22/2015Low Default Rate On U.S. Consumer Credit Good For Discretionary Stocks
10/20/2015The Performance Of Health Care Stocks In The Recent Correction & Subsequent Rebound
10/15/2015Just When You Thought It Was Over…
10/13/2015U.S. Oil & Gas Rig Counts Continue To Fall
10/8/2015Stock Dividend Increases Dipped (Y-O-Y) After Strong Rebound From 2008-2009 Recession Levels
10/6/2015Sector Performance In The Recent Correction And Subsequent Rebound
10/1/2015The Outlook For Corporate Earnings Remains Positive
9/29/2015The Slowdown In Global Growth Is A Hot Topic Of Late
9/24/2015Investors Have Had A Big Appetite For Foreign Equities So Far In 2015
9/22/2015The Prospects For Owning Natural Gas Stocks Over A Particular 5-Month Stretch
9/17/2015An Update On The Housing Sector & Homebuilders
9/15/2015How U.S. stocks performed in the 14 years since 9/11
9/10/2015A Snapshot of Growth vs. Value Investing
9/8/2015An Update On Japanese Equities
9/3/2015Master Limited Partnership (MLP) Distribution Rates Elevated Following Sell-Off
9/1/20152015 & 2016 Earnings Snapshot
8/27/2015S&P 500 Top-Line Growth Estimates
8/25/2015The Big Picture With Respect To Global Equities
8/20/2015A Snapshot Of European Equities
8/18/2015What The Recovery In REITs Looks Like
8/13/2015Snapshot Of Bond Valuations
8/11/2015A Good Climate For Equity Covered Call Writing
8/6/2015The Equity Sectors Retail Investors Have Favored In The Bull Market Are…
8/4/2015Snapshot of U.S. Equity Styles/Market Caps
7/30/2015Health Care Has Momentum And The Earnings Projections To Back It Up
7/28/2015Rising Interest Rates And Stock Performance
7/23/2015The Stock Market Doesn’t Go Up In A Straight Line…Nor Do Earnings
7/21/2015The Biotechnology Sector Is Clearly Outperforming “Big Pharma”
7/16/2015An Update On The High Yield Corporate Bond Market
7/14/2015Growth-Oriented Stocks in the S&P 500 Outperforming Dividend-Payers (2012-Present)
7/9/2015It’s Not A Surprise That Utilities Are Down In 2015
7/7/20152015 & 2016 Earnings Snapshot
6/30/2015S&P 500 Companies Still Cash Rich Despite Returning More Capital To Shareholders
6/25/2015Corporate Earnings Look Poised To Rebound After Q1’15 Dip
6/23/2015The Ability Of REITs To Raise Capital Is A Good Sign For Investors
6/18/2015Investors Have Been Rather Aggressive With Respect To Passive Investing
6/16/2015The U.S. Dollar Has A Significant Influence On Commodity Prices
6/11/2015These Three Equity Income Asset Classes Have Sold-Off Following Strong Gains
6/9/2015S&P 500 Top-Line Growth Estimates
6/4/2015Treasury Yields Are Inching Higher…Again
6/2/2015Semiconductor Sales Still Robust
5/28/2015The Recovery In The Homebuilding Sector Still A Work In Progress
5/26/2015Sizing Up The Bull
5/21/2015Bonds Have Already Endured A Rise In Interest Rates
5/19/2015This 50/50 Sector Combo Has Captured Upside
5/14/2015Bond Yields Have Spiked
5/12/2015A Snapshot Of State Tax Collections
5/7/2015The S&P 500 Beat Rate Hasn’t Skipped A Beat
5/5/20152015 & 2016 Earnings Snapshot
4/30/2015The Price Of Natural Gas Rarely Stays Below $2.50 For Long
4/28/2015Sell in May and Go Away! Why?
4/23/2015A Potential Remedy For A Nagging Problem That Could Get Worse
4/21/2015S&P 500 Top-Line Growth Estimates
4/16/2015A Snapshot of Growth vs. Value Investing
4/14/2015Some Government Bonds Yield Less Than Half Of What They Did In 2010
4/9/2015Will 2015 Be The Year The Fed Tightens?
4/7/2015U.S. Oil & Gas Rig Counts Plunge With Energy Prices
4/2/20152015 & 2016 Earnings Snapshot
3/31/2015U.S. Retail Investors Continue To Invest In Foreign Stocks
3/26/2015Biotechnology Continues To Attract Big Bucks From Venture Capitalists
3/24/2015S&P 500 Dividend-Paying Stocks Distributing Record Levels Of Cash To Investors
3/19/2015A Snapshot From The Longest & Best Bull Market Ever
3/17/2015Two Of The Sectors At The Epicenter Of The Financial Crisis Are Still Recovering
3/12/2015Snapshot of U.S. Equity Styles/Market Caps
3/10/2015Retail Investors Have Favored Bonds Over Stocks In This Bull Market
3/5/2015Passive Investment Vehicles Still Exhibiting Strong Asset Growth
3/3/2015A Snapshot Of European Equities in 2015
2/26/2015Equity REITs Have Fully Recovered From Financial Crisis But Broader Financials Lagging Behind
2/24/2015Technology & Financial Stocks Contribute Most To S&P 500 Dividend Payout
2/19/2015The Surge In The U.S. Dollar Is Noteworthy…But Not Rare
2/17/2015Treasury Yields Are Up Sharply In The First Half Of February
2/12/2015Technology Stocks Have Delivered Strong Returns In The Current Bull Market
2/10/2015S&P 500 Top-Line Growth Estimates (Updated)
2/5/2015Asset Allocation Via The 4 Original Investment “Food Groups”
2/3/20152015 & 2016 Earnings Snapshot
1/29/2015Utilities Off To A Good Start In 2015 But Could Encounter Headwinds
1/27/2015The S&P 500 Is Not Expensive On A Forward-Looking Basis
1/22/2015Higher Inflation Not Only Welcome But Sought In Current Climate
1/20/2015Keep One Eye On The VIX Index And The Other On The S&P 500’s Total Return
1/15/2015Some Perspective On The Performance Of The S&P 500
1/13/2015Large-Capitalization Stocks Extend Leadership Role To Three Years
1/8/2015Corporate Cash Holdings Remain High
1/6/20152015 & 2016 Earnings Snapshot
2014
12/18/2014Investors In The Oil Sector Should Keep One Eye On The U.S. Dollar
12/16/2014A Snapshot Of Major Emerging Market Stock Indices
12/11/2014Fixed-Rate Bond Total Returns Are Trending Lower
12/9/2014S&P 500 Stock Dividends Are Rising But Its Dividend Yield Isn’t
12/4/2014Snapshot of U.S. Equity Styles/Market Caps
12/2/2014The Risk-Return Tradeoff In The Bond Market
11/25/2014S&P 500 Top-Line Growth Estimates (Updated)
11/20/2014The Rebound In REITs Persists
11/18/2014“Kicking The Tires” Of Retailers Heading Into 2015
11/13/2014Bond Investors Still Facing The Prospects For Higher Interest Rates
11/11/2014A Snapshot From The Longest & Best Bull Market Ever
11/6/2014S&P 500 Stock Dividends Are Rising But The Payout Ratio Is Not
11/4/2014The Outlook For European Equities in 2015
10/30/2014A Confluence Of Events Has Driven Crude Oil Below $100 Per Barrel
10/28/2014Equity Investors Still Have The Fundamentals On Their Side
10/23/2014Stronger U.S. Economic Growth in 2015 Could Help Boost Interest in Small- and Mid-Cap
10/21/2014U.S. Equities’ Share Of Total Global Market Capitalization Is Growing
10/16/2014The Fallout From The Recent Sell-Off In The Stock Market
10/14/2014Retail Investors Still Leery Of U.S. Stocks
10/9/2014Companies Are Returning Cash To Shareholders Via Stock Dividends
10/7/2014A Snapshot of Growth vs. Value Investing
10/2/2014Q3 Rally In The U.S. Dollar A Big Contributor To Drop In Commodity Prices
9/30/20142014 & 2015 Earnings Snapshot
9/25/2014Investors With Exposure To Dividend-Paying Stocks Should Check This Out
9/23/2014Q4 Has Been The Best Performing Quarter For Technology Stocks Since 1994
9/18/2014S&P 500 Top-Line Growth Estimates (Updated)
9/16/2014A Lot Of Capital Is Still Sitting In Money Market Funds Earning Next To Nothing
9/11/2014Growth-Oriented Stocks in the S&P 500 Outperforming Dividend-Payers (2012-Present)
9/9/2014U.S. Natural Gas Rig Count No Longer A Barometer Of Production Capabilities
9/4/2014Recent Trend For Treasury Returns Not Very Appealing
9/2/2014Japanese Equities Still Worth A Look
8/26/2014It’s Time For Another Look At The Bond Market
8/21/2014Tracking The Retail Investor’s Appetite For High Yield Corporate Bonds
8/19/2014Europe…A Distinction With A Bit Of A Difference
8/14/2014Biotechnology And Internet Stocks Appear To Have Passed The “Bubble Test”
8/12/2014A Snapshot Of Major Emerging Market Stock Indices
8/7/2014Snapshot Of U.S. Equity Styles/Market Caps
8/5/2014Master Limited Partnerships (MLPs) Have Shined Since The Start Of The New Millennium
7/31/2014It’s Time To Look Ahead To 2015
7/29/20142 Natural Resource Sectors Have Kept Pace With 2 Defensive Sectors Since 3/24/00
7/24/2014The Energy Trade Is Still Working For Investors
7/22/2014It Looks Like Gold & Silver Miners May Finally Be Joining The Bull
7/17/2014Mexico’s Stock Market Has Lagged The Past Three Years But…
7/15/2014Micro-Cap Stocks Competitive Despite Modest Recovery
7/10/2014Investors Looking To Play The Recovery In Bank Stocks May Need Some Patience
7/8/2014A Midyear Snapshot Of European Equities
7/1/2014A Little Give And Take May Provide A Remedy
6/26/2014Eurozone’s Sovereign Debt Crisis Appears To Be In Check
6/24/2014Technology Stocks Are Still Building Momentum
6/19/2014High Yield Corporate Bond Yields Reach Historical Lows
6/17/2014The Revolution In Technology Rolls On
6/12/2014A Snapshot From The Best Bull Market Ever
6/10/2014The Great Rotation Out Of Bond Funds On Hold
6/5/2014Foreign Stock Dividends Look Compelling In Today’s Climate
6/3/2014Recovery In Financial Stocks Slower Than The Broader Market
5/29/2014Cyclical Sectors Quietly Leading The Market Higher
5/27/2014Keeping An Eye On Bond Prices
5/22/2014Emerging Market Equities Showing Signs Of Life In 2014
5/20/2014The Fed Provides The Real Juice For Utilities
5/15/2014Large-Capitalization Stocks Slowly Taking Over The Leadership Role In The Market
5/13/2014Advertising Dollars Are Flowing To The Net
5/8/20142014 Earnings Snapshot
5/6/2014The Prospects For Owning Natural Gas Stocks Over A Particular 5-Month Stretch
5/1/2014Fixed-Rate Bonds Are Performing Well…But For How Long?
4/29/2014Commodities Off To A Good Start Relative To Stocks In 2014
4/24/2014The Price Of Crude Oil Doubled Over The Past Five Years
4/22/2014Technology Stocks Post Highest Total Return In 20% Of Calendar Quarters Since Q1’95
4/15/2014Global Real Estate Recovery Lagging The Rebound In The U.S.
4/10/2014The U.S. Dollar Priced Where It Stood Prior To The Financial Crisis
4/8/2014The Best Performing Sector Over The Last 10 Years Was Energy (On Two Fronts)
4/3/2014Job & Economic Growth Could Drive Auto Sales Higher
4/1/2014Biotechnology Ranked 2nd In Funding From Venture Capitalists For 3rd Year In A Row in 2013
3/27/2014The V-Shaped Recovery In Stock Dividends Is Now A Check Mark
3/25/2014It’s Back To The Future With Dividend-Paying Stocks
3/20/2014Rebound In Agriculture Prices Right On Cue
3/18/2014S&P 500 Top-Line Growth Estimates
3/13/2014I’ll Just Have Water, Thank You
3/11/2014Passive Investment Vehicles Continue To Post Big Gains In Asset Growth
3/6/2014Corporations Expected To Grow Earnings Through 2015
3/4/2014A Report Card On Risks
2/27/2014Let’s Wind The Clock Back To 1981
2/25/2014The S&P 500 Still Mending The Fallout
2/20/2014S&P 500 Earnings Beat Rate On The Mark For Q4’13
2/19/2014Outlook For European Equities Optimistic For 2014
2/13/2014Making Another Case For SMid Portfolios
2/11/20142014 Earnings Snapshot
2/6/2014Biotechnology Is Still The Shining Star Of The Health Care Sector
2/4/2014Covered Calls May Be Conducive For This Market Climate
1/30/2014Yield On Preferred Securities Still Attractive On A Relative Basis
1/28/2014A Reminder To Investors That REITs Are Financials
1/23/2014Some Interesting Parallels Between 2003 & 2013
1/21/2014The S&P 500 Is Still Not Expensive Based On Historical Standards
1/16/2014Semiconductor Sales Were A Good Barometer For The Technology Sector In
1/14/2014The Trend For Stock Dividends Is Up
1/9/2014How Much Are You Willing To Pay For That Yield?
1/7/2014The Rise In Stock Dividend Payouts Encouraging On Two Fronts
1/2/2014Corporations Are Still Socking The Cash Away
2013
12/19/2013Style Is A Function Of The Times
12/17/2013Materials Companies Could Be Poised To Benefit From Stronger Growth In 2014
12/12/2013Really? You’re Kidding!
12/10/2013Oil Producers Are Focused On The Direction/Level Of Crude Oil Prices
12/5/2013How Long Has This Been Going On?
12/3/20131,729 Days And Counting For The Current Bull
11/26/2013U.S. Merger & Acquisition (M&A) Activity Tops $1 Trillion In 2013
11/21/2013S&P 500 Valuation Snapshot With Focus on 2014
11/19/2013Stocks Tend To Perform Well When The VIX Index Treads <20
11/14/2013Fund Flows Suggest Retail Investors Are Allocating Capital Strategically
11/12/2013Betas Can Help Match One’s Equity Holdings With One’s Risk Tolerance
11/7/2013Dividend-Paying Stocks Have Demographics On Their Side
11/5/2013This 50/50 Sector Combo Has Captured Upside While Mitigating Much Of The Downside
10/31/2013Accentuate The Positive
10/29/2013All It Takes Is A SMidge
10/24/2013Is Natural Gas Still A Seasonal Investment?
10/22/2013Treasury Bondholders Need To Get “Real”
10/17/2013Variable Annuity Sales Boosted By Lower Rates And One Key Benefit
10/15/2013Agriculture Prices Potentially Poised For A Rebound
10/10/2013What’s Right With This Picture? Nearly Everything!
10/8/2013New Millennium Accompanied By Surge In U.S. Treasury Issuance & Weakness In U.S. Dollar
10/3/2013The Glass Looks More Than Half Full For Water & Infrastructure Stocks
10/1/2013Energy Distribution Tops Energy Production Over Past 5 Years
9/26/2013From Revolution To Evolution
9/24/2013Chins Are Down…But Revenues Are Up
9/19/2013Zero In On This Yield Spread When Gauging The Climate For Equities
9/17/2013Stock Prices Can Move Higher While Bond Bubble Deflates
9/12/2013Corporations Have Aggressively Exploited Low Interest Rate Climate
9/10/2013Focus On ’14
9/5/2013Senior Loans Can Be A Positive Contributor When The Fed Tightens Monetary Policy
9/3/2013Emerging Market Equities Fit The GARP (Growth At A Reasonable Price) Profile
8/29/2013For Those Who May Not Subscribe To A Buy And Hold Investment Strategy
8/27/2013Retail Investors Still Somewhat Leery Of Stocks
8/22/2013Corporate America’s Flush With Cash
8/20/2013Cutting-Edge (Biotechnology) vs. Cutting Costs (Managed Care)
8/15/2013The Clock Is Ticking And Returns Are Diminishing
8/13/2013Pairs of A Kind
8/8/2013Time To Put European Equities On Your Radar Screen
8/6/2013A Good Time To Make A Keen Observation
8/1/2013What A Difference A Year Can Make
7/30/2013We Are Not In Unchartered Waters
7/25/2013Ladies & Gentlemen, Start Your Engines!
7/23/2013Looking A Bit Like 2003
7/18/2013Bond Fund Investors Shifting Exposure As Expected
7/17/2013Sizing Up The Bull
7/11/2013Focus On The Fundamentals And Persevere
7/9/2013A Tale Of Two Energy Markets
7/2/2013Sovereign Debt Yields Higher Except For The “PIGS”
6/27/2013Pedal To The Metal
6/25/2013You Can’t Know Where You’re Going Until You Know Where You’ve Been
6/20/2013Fight Or Flight?
6/18/2013People’s Interest In Hybrids Extends Beyond Cars
6/13/2013Take-Two: The Buy And Hold Investment Strategy Is Not Dead!
6/11/2013S&P 500 Valuation Snapshot
6/6/2013Only Half Of This Story Is As Good As Gold
6/4/2013The Only Constant Is Change – Most Of The Time
5/30/2013Little Reason To Be Defensive In This Recovery!
5/28/2013We See The Glass As Half Full
5/23/2013This Indicator Shows That Interest In Technology Companies Is Rebounding
5/21/2013A Sight For Sore Eyes
5/16/2013379 Months And Counting
5/14/2013An Eventual Sell-Off In Treasuries Could Sting More Than Just A Bit!
5/9/2013Commodity Prices Battling Stronger U.S. Dollar Among Other Things
5/7/2013One Way To Make Investing A Bit Less Taxing
5/2/2013Nothing To Fear But Fear Itself So Far In 2013
4/30/2013Even Volatility Is Relative
4/25/2013It Was Short And Sweet For Bond Investors In Q1
4/23/2013The Epicenter Of The Stock Dividend Story
4/18/2013More Jobs The Key For Equity REITs
4/16/2013Dollar’s Strength Has Not Derailed U.S. Bull Market In Stocks
4/11/2013Discretion Is The Better Part Of Valor
4/9/2013Six S&P 500 Subsectors Have The “Big Mo
4/5/2013Technology Products Are Becoming Consumer Staples
4/2/2013Creating Value for the Shareholder
3/28/2013Is A Gold Rally Waiting On Inflation?
3/26/2013Home Prices And Homebuilder Stocks Are Still Recovering
3/21/2013Equities Look Even More Attractive After Being Adjusted For Inflation
3/19/2013The Consolidation Of The U.S. Equities Market A Potential Plus For Large-Cap Companies
3/14/2013Let’s Wind The Clock Back To 2007
3/12/2013Retail Investors May Finally Be Warming Up To U.S. Stocks
3/7/2013The S&P 500 Is Not Expensive Based On Historical Standards
3/5/2013Looks More Like A Step Stool Than A Ladder
2/28/2013U.S. Stock Market Still Biggest By Far
2/27/2013One Of These Is Not Like The Others
2/21/2013Passive Investing Posts Big Gains In Asset Growth In 2012
2/19/2013A Sign Of Strength For REITs
2/14/2013Commodities Poised For A Rebound In 2013
2/12/2013Banks Are Recovering And Their Stock Prices Are Still Attractive
2/7/2013Preferreds Still Attractive On A Relative Basis
2/5/2013Covered Call Strategies Usually Yield To Growth When Bull Markets Arise
1/31/2013Nothing Stagnant About The S&P 500
1/29/2013Some Perspective On The Performance Of The S&P 500
1/24/2013Bank Margins Getting Squeezed Despite More Lending
1/22/2013Corporate America Getting Its Fiscal House In Order
1/17/2013When Being First Isn’t Best
1/15/2013Sometimes Less Is More
1/10/2013Majority Of Top Subsectors In 2012 Consumer-Driven
1/8/2013It's Not Even Close!
1/3/2013Large-Caps Still Relatively Inexpensive Heading Into 2013
2012
12/20/2012REITs Still Popular With Investors Heading Into 2013
12/18/2012Waiting Game Continues For Natural Gas Investors
12/13/2012Majority Of Top Performing Stock Indices Since Last Bear Market Have Growth Bias
12/11/2012Inflationary Pressure Has Abated In Some Key Countries
12/6/2012Nerves Have Settled Some In Europe

These posts were prepared by First Trust Advisors L.P., and reflect the current opinion of the authors. They are based upon sources and data believed to be accurate and reliable. Opinions and forward looking statements expressed are subject to change without notice. This information does not constitute a solicitation or an offer to buy or sell any security.
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