By
Mandeep Rai On
September 6, 201707:00 AM Eastern
The market is getting buffeted by two powerful forces: The geopolitical fallout from North Korea’s aggressive nuclear test and worries over major economic and insurance losses tied to Hurricane...
By
Mandeep Rai On
August 30, 201707:00 AM Eastern
The second-quarter earnings season is largely behind us, and by the yardsticks of sales and earnings, things looked pretty good. More than 98% of S&P 500 companies have already reported, and among...
By
Mandeep Rai On
August 23, 201707:00 AM Eastern
Every 18 months or so throughout this bull market, stocks have experienced a correction of around 10%. The last time we saw that kind of pullback was at the end of 2015. It lasted through...
By
Mandeep Rai On
August 16, 201707:00 AM Eastern
No two ways about it: We’re finally seeing some market turmoil! Concerns over North Korea and bearish comments from some widely followed Wall Street experts combined to smack stocks and boost...
By
Mandeep Rai On
August 9, 201707:00 AM Eastern
This market has a lot going for it: Earnings growth so far has been strong, global growth is re-emerging, and fiscal policy could (eventually) help. Let’s also not forget, there aren’t many other...
By
Mandeep Rai On
August 2, 201707:00 AM Eastern
Politicians keep cooking up plans to boost the economy’s growth rate. But what’s so bad about 2% growth? According to my work, “Nothing!”
We just got the second-quarter GDP report, and it showed...
By
Mandeep Rai On
July 26, 201707:00 AM Eastern
If there are two major things we learned during the epic, 70%-plus crash in oil prices between 2014 and 2016, it’s that …
1. The market as a whole can continue on its merry way even when an...
By
Mandeep Rai On
July 19, 201707:00 AM Eastern
You’ve probably heard about the games Wall Street banks play. In fact, it’s almost like Willy Wonka’s chocolate factory with analysts. They’re like Oopma Loompas moving in concert to the tune of...
By
Mandeep Rai On
July 12, 201707:00 AM Eastern
Roughly 10 years ago, we suffered the largest slowdown in the U.S. economy since the Great Depression. Bear Sterns was given away at fire-sale prices, as was Countrywide Home Loans and many other...
By
Mandeep Rai On
July 5, 201707:00 AM Eastern
There’s been a hope trade since the election that growth is going to come back, but we’ve seen little definitive policies accompany the promise of lower taxes, infrastructure plans, profit...