A month ago, analysts were predicting that S&P 500 earnings growth for the second quarter would come in at a sluggish 5% year-on-year, says Sam Goldfarb in The Wall Street Journal. The spring period w

Companies in the news and how they were assessed

Parents of young children, and pet owners, often start to worry when they have been enjoying an unusually long period of silence. Investors are experiencing a similar sensation. Markets seem calm, wit

“We’ll have a majority [on the Federal Reserve Board] very shortly… People are paying too high an interest rate… We have to get the rates down a little bit,” says Donald Trump. The US president isn’t

This year’s “unusually good run” for beleaguered British shares shows “there is life in the old dog yet”, says Katie Martin in the Financial Times. True, the FTSE 100’s 10% year-to-date gain isn’t sen

Did you sell in May and go away this year? I do hope not, because we have often pointed out that seasonal investing is nonsense. The notion that stocks are weaker between May and September is thought