Extraordinary Rally, Stagnant EPS Estimates The S&P 500 has been on an amazing run as it has...

Stocks Versus Treasuries The most interesting action in markets is the relationship between stocks...

Back in the summer of 2018, inflation estimates were riding high as economists expected the Fed to...

Since this article will include a discussion on income/wealth inequality, let’s start off with...

The all important February CPI report showed both headline and core inflation fell. That partially...

The chart below is probably the best depiction of the labor market because it includes hours...

February’s headline job creation of only 20,000 was a disaster as it missed Bloomberg’s estimate...

There is a lot of misinformation on buybacks because they have become a political football. They...

In theory, if the labor market gets to full employment in the next few quarters and there isn’t an...

Considering how weak the December housing market was, it’s nice to see new home sales of 621,000...