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 ...
Broadly speaking, rising long-term interest rates are a headwind for borrowers, including most households, businesses, and governments. So then why hasn’t this year’s interest rate rally led to job ...
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 ...
U.S. employers added a whopping 678,000 jobs in February, according to BLS data released Friday. This was significantly higher than the 423,000 jobs economists expected. There were a total of 150.5 ...
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 ...
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 ...
During a Q&A on Tuesday, Fed Chair Jerome Powell made comments about financial conditions that caught the attention of stock market watchers.
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 ...
Earnings have been growing at a blistering pace. But it seems unlikely to last. According to FactSet, analysts expect the S&P 500’s 2026 earnings to reflect 30% growth from last year. This helps ...
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