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

A strong earnings season across the Atlantic has shifted the debate a touch

IN NORMAL TIMES, THE FIRST Friday of the month brings a routine tranche of government data known as the monthly jobs report. The markets react, the politicians preen, and most Americans go about their

Companies in the news and how they were assessed

We must be getting close to the end of one thing… and the start of something else. The thing whose end is nigh is the bubble on Wall Street. As a bubble inflates, the lightest, lowest-quality stocks f

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