But with the GOP caving on the debt ceiling, Europe reducing its tail risk, and China growing, peop…

"In our view, the more important discussion should surround what to do with any weakness toward SPX…

Meanwhile, it's interesting to note that we're hitting these levels at the same time as retail inve…

45% of investors are bullish on US stocks compared to just 17% who are bearish according to a recen…

Tech-driven improvement in productivity and fast-rising wages will set the stage for the S&P 500's …

Basically, big companies reporting big earnings, and using their cash for the benefit of shareholde…

"The 10 strategists Barron's consulted about the outlook for 2014 have year-end targets for the S&a…

It's a classic bull market in its 6th year The bull market, which began in March 2009, is acting l…

We remain comfortable being "slow buyers of equities" even as the market remains close to all-time …

One reason for the optimism: the Defense of Marriage Act ruling, "which has had a profound emotiona…

"Momentum is one reason that investors have a higher expected return for stocks than we forecast," …

"While 13 of the 15 strategists contributing targets to Bloomberg’s strategist poll at the start of…

Hubris and debt: These two cause every crisis or bubble to burst. Today CEO confidence is only aver…

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

Yesterday we ran a presentation from fund manager and mathematician Naufal Sanaullah, walking throu…

The current B&B reading is 9.6 (on a scale of 0 for max bearish and 10 for max bullish). It sug…

'Beautiful' shutdown scenario. The VIX index has shot up to 17, showing its highest reading since J…

"In recent quarters, it has not been unusual for the value of the index to increase at the same tim…

All of which shows it doesn't pay to worry about such things as fiscal drag, the inevitable rise in…