The major indexes have gotten stretched above their long-term trend. You might think that's a bad thing... But history disagrees.

This time of the year is when all the investment banks give their market outlooks for the next 12 months...

No matter how you run the numbers, U.S. stocks have dominated the rest of the world...

Markets are always a blend of fundamentals, expectations, and rumors. But ever since the election, the things that have been driving assets have tilted toward the absurd...

As an investor, it's great to be on the receiving end of a lucky trade from time to time...

Over the long haul, presidents don't matter much to markets. But there are short-term reactions. This week, we'll look at what assets moved on Trump's victory and do our best to parse out why...

Rather than chase our tails over election polls or obscure surveys, we can finally dig into what really matters for investors...

There's a lot of information on Wall Street... but there are better places to do independent thinking.

It should take much bigger news to move a company with a market cap of $3 trillion...

Most folks expect current trends to continue. But this week on Wall Street, we saw multiple narratives that had been driving the market start to unwind...