equities

A lot is being made of the new high that was recorded by the Dow Jones Industrial Average yesterday. However, in the context of still weak income growth and lacklustre economic growth, the new Dow highs are not as widely celebrated as the…

Commercial banks and savings institutions insured by the Federal Deposit Insurance Corporation (FDIC) reported aggregate net income of $34.7 billion in the fourth quarter of 2012, a $9.3 billion (36.9 percent) improvement from the $25.3…

Jeremy Grantham's most recent quarterly report was released yesterday. Grantham expanded on his low-growth macro view with a number of additional insights based on both secular and political trends dominating the US economic picture. As…

The talk in 2013 has been of the great rotation from bonds to the U.S. stock market. This accompanies a new world record for the Russell 2000 Index (small-cap stocks). The S&P 500 has topped 1,500. It did so twice before, in 2000 and…

This post by Brett Arends on MarketWatch makes the best case for Apple bulls that I have seen.

Here's the deal: Apple's halo effect has gone and investors are not impressed by Apple's earnings guidance. This quarter's earnings is proceeding exactly as I indicated it would earlier today.

There's a lot of angst surrounding Apple's earnings announcement because of the stock's sell-off. While I have turned bearish on Apple, I still believe the numbers for the quarter will be good. The question for me is guidance.

How did stock prices more than double since investors have dumped stocks and bought bonds? A second question: what might we expect of stock market returns if investors stop taking money out of the market and put it in - 40% a year?

Last year, I started my weekly newsletter out with Ten Surprises for 2012. The goal was to give you a list of things that investors only assigned one in three odds of occuring that I believed had a fifty percent or better chance of…

UBS analysts Steven Milunovich cut his price target for Apple from $780 to $700 today, and that has the stock reeling. It was down to $512 the last I checked, a loss of 3.3% on the day. I have great respect for Milunovich as an analyst and…