Street Savvy

The combination of economic growth and tax reform has led to large, projected earnings increases for 2018, as evidenced in the current 5-point gap between trailing 12-month and forward 12-month P/E multiples on the S&P 500...

I suspect that Thursday’s trade war talk will only intensify the focus on rising interest rates through the Spring. The President’s steel and aluminum tariff announcement follows a familiar pattern...

The main event from these past two weeks is the rapid, 10% drop in equity markets. The recovery proved to be equally rapid, with almost all of the losses now erased. The key takeaway was...

All of this implies that it is a good time to be very focused on your wish-list of investments. Correlations generally increase sharply during market corrections, resulting in good companies getting sold off together with the bad – with a bit of...