Talking points

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

Issue of the week: the battle for the ...

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

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

Issue of the week: Trump’s truce with China ...

WHAT LOWER CRUDE PRICES MEAN FOR THE MARKET