Having spent nearly my entire adult life in the investment arena, I must tell you that I feel completely at home in the stock

As I type Dow futures have dropped from +150 to -230. A 380 decline that began the minute the January Consumer Price Index came in

If you happen to be of the mind that somehow U.S. companies are getting a raw deal on the global stage, well, we’re looking

Small businesses employ 2/3rds of the U.S. workforce. Hence, the monthly NFIB Small Business Optimism Index is one of the 79 inputs to our

Those of you who’d prefer to see the present correction end sooner than later will like how the market at least opens this morning.

In our year-end letter we mentioned that our expectation for market volatility in 2018 was, ironically, one of the positives for financial firms’ earnings

While you wouldn’t know it by recent price action, the current earnings season — with over a thousand U.S. companies having issued their Q4 results — thus far ranks

A short video on the history of corrections during the present bull market, and on our view of present circumstances. Once playing, click the

The simple truth about intraday market moves: Once playing, click the icon in the lower right corner for full screen. Focus should occur after

While I suspect we’ve said about all there is to be said about the present state of the market and the economy (btw, economic