But as we’ve discussed for years, elevated valuations don’t mean prices are likely to fall soon. We were reminded of this in ...

Sure, the stock market is more like the economy than it’s like… a banana. But in the context of a nuanced discussion of finance and macroeconomics, the stock market is not the economy. Government: The ...

I got an early copy of Ben Carlson’s new book, “Risk & Reward.” It’s terrific. (And it goes on sale May 12!) Carlson, of Ritholtz Wealth Management, has a gift for being both entertaining and ...

Stocks ticked higher last week, with the S&P 500 rising 0.2% to close at 4,604.37. The index is now up 19.9% year to date, up 28.7% from its October 12, 2022 closing low of 3,577.03, and down 4% from ...

Berkshire Hathaway’s annual shareholder meeting was destined to be interesting as the first without its now-retired CEO, Warren Buffett, MC’ing the event. But Buffett, who remains chairman of ...

s operating in an industry where the business economics are being slammed by the AI wrecking ball causing professional writers to question the value of their work. We each have different angles on the ...

Not only are profit margins high, but they’re rising. According to FactSet, the S&P 500’s net profit margin is on track to rise to 15.7% in Q2, the highest level since FactSet started tracking the ...

Hiring activity remains strong in the U.S. economy. According to BLS’s Job Openings and Labor Turnover Survey (JOLTS) released Tuesday, 6.16 million people were hired in February. This produces a ...

🗓️ PROGRAMMING NOTE: TKer’s free Sunday newsletter will be on hiatus until Sept. 13 as we enjoy a few summer Fridays. Paid subscribers will continue to receive newsletters covering timely topics as ...

The U.S. labor market continues to be very strong. According to Bureau of Labor Statistics (BLS) data released Friday, U.S. employers added a whopping 528,000 jobs in July, much stronger than the ...

One of the most telling economic indicators is suppliers’ delivery times. They represent the amount of time between a business placing an order for stuff and when that stuff eventually gets dropped ...

Just because a story gets a lot of news coverage doesn’t necessarily mean it’s representative of what’s going on in the world. This is an issue with news, a business that’s incentivized to address its ...