News that the coronavirus—known as COVID-19—has spread to South Korea, Italy, Japan, and Iran, has led to massive selling around the globe, with many European markets closing down more tha

Corporate America impressed us this earnings season. Though S&P 500 Index companies have generated only 1–2% earnings growth compared with the year-ago quarter, we consider this an excellent

The recent news that technology giant Apple would miss its fourth quarter 2020 revenue targets has understandably increased investor anxiety surrounding the potential economic impact of the coronaviru

We hope everyone had a nice Presidents’ Day yesterday, and by nice we hope you got the day off work!

In honor of George Washington, starting in 1971, the third Monday in February wa

Productivity is a key ingredient in keeping this aging economic cycle afloat, and a nice bounce in 2019’s fourth quarter productivity may be a step in the right direction. Ideally, we’d li

We continue to receive many questions about stock and economic performance during election years, which we’ve tackled in our recent blogs, “Another Look at Election Years” and &rdquo

A late month selloff in January saw the S&P 500 Index close marginally lower for the month. But stocks have taken off in February, with the S&P 500 up nearly 4% this month, as US economic data

Stocks in developed markets outside the United States have underperformed those in the United States almost without interruption for the last decade. While the long-lasting U.S. stock market dominance

Stocks got off to a nice start in 2020, until the late January selloff due to the coronavirus outbreak fears. In the end, the S&P 500 Index fell only 0.2% for the month, but it did mark the end to

Monday’s strong manufacturing report caught our attention, even as the coronavirus outbreak dominated the financial media. At 50.9, the Institute for Supply Management’s (ISM) manufacturin