Timing a short squeeze can be tricky. Jump in too soon and you could be sitting on dead money until... Read More

Timing a short squeeze can be tricky. Jump in too soon and you could be sitting on dead money until management improves its outlook. Wait too long and you risk missing most of the upside. The most... Read More

The Obama Administration began August by proposing new rules for the EPA to cut carbon dioxide... Read More

The Obama Administration began August by proposing new rules for the EPA to cut carbon dioxide (CO2) emissions at U.S. coal-fired electricity plants by 32% from the 2005 levels through 2030. This was... Read More

The stock market has been quite choppy in recent weeks, and concerns are growing that the six-year... Read More

The stock market has been quite choppy in recent weeks, and concerns are growing that the six-year bull market may be at an end. But catalysts for further upside remain: valuations in the energy... Read More

With the vast majority of companies in the S&P 500 having reported earnings, it appears the index will post the first earnings decline since Q3 2012. Worse still, we will likely see the first back-to-back quarters of revenue decline since 2009, with Q2 sales estimated to drop 3.3%. Read More

While the broader stock market has been in a recent mini-slump, a group of social media stocks have... Read More

While the broader stock market has been in a recent mini-slump, a group of social media stocks have stumbled very badly. Shares of Twitter (NYSE: TWTR) and LinkedIn Corporation (NYSE: LNKD), for... Read More

The odds of a September interest rate hike surged to 52% on Wednesday, up from 38% at the beginning of the week. The jump — which came on the back of surprisingly strong U.S. service-sector growth and comments by Atlanta Federal Reserve President Dennis Lockhart — caused some rate-sensitive stocks… Read More

With all of the recent stock market gyrations associated with events in Greece and China, investors... Read More

With all of the recent stock market gyrations associated with events in Greece and China, investors may have failed to notice what is happening in the bond market.  The rate on the 10-year U.S.... Read More

Recent market commentary is starting to remind me of the periods in 2000 and 2008 just before the... Read More

Recent market commentary is starting to remind me of the periods in 2000 and 2008 just before the bottom dropped out of the market. Leading up to the bursting of the tech bubble, for example,... Read More

#-ad_banner-#”Big Picture” investors like to focus on major themes, and a pair of them... Read More

#-ad_banner-#”Big Picture” investors like to focus on major themes, and a pair of them are emerging that could serve as key catalysts for the stock market in the next decade. These themes... Read More

As an economist for the state of Iowa, I learned that economic stimulus can affect growth —... Read More

As an economist for the state of Iowa, I learned that economic stimulus can affect growth — but only if given time to work. Of course, patience is not something investors or the markets are... Read More