It's tough to be a bear with "the Fed's unlimited printing and the Davey Day Trader crowd buying li…

At 1520, the S&P is 5% from our 1600 yearend target. However, we maintain our tactical call tha…

"Investors typically do not like uncertainty and it is hard to determine how these recent almost no…

"The likelihood of a deal to lift the debt ceiling and end the shutdown before October 18th has inc…

Sequestration without modification: Likely S&P 500 target 1575 At this time, unmodified seques…

"Normally in the middle of an economic cycle, investment spending is 2 to 3 times GDP growth," said…

"We think the key issue for 2015 is how the US economy, its labor market and its monetary policy co…

Here's Bianco: "Decent 4Q EPS (albeit weak guidance), ECB QE, and a still accommodative Fed pushed …

"We think the S&P likely stays within +/- 5% range from 1800 for the next several months as inv…

"Year to date, 75% of the S&P return has come from its [price-to-earnings ratio] expanding to 1…

Of the 109 companies to provide quarterly guidance, over 80% was negative for 3Q. This is the worst…

Brief dip likely during worry season, “Next 5%+” price move is likely down At 1615, the S&P is…

A return to normal EPS growth supports a return to a normal PE. Target PE: ~16x trailing and ~15x f…

Since early May, we advocated using the summer to watch for signs of a return to healthy S&P EP…

We use the ratio of S&P 500 PE to quarterly average VIX as a gauge of market emotion. The ratio…

"Dips of 5%+ are inevitable, but they don’t happen in absence of bad news or emerging risk," he wri…

"I think wage growth will only go up if productivity goes up," he said. Higher inequality in the US…

We see the main threat to stocks as being the failure to put through spending cuts by either repeal…

We address the pitfalls in Shiller’s PE by making an equity time value adjustment (EVTA) to histori…

S&P 500 GAAP EPS has both a cyclical and secular tendency to understate EPS appropriate for val…