Although the Bloomberg 3000 Value index last week added to its return advantage versus its Growth counterpart since Halloween,… …the red ink across the board, with many AI-Buildout stocks continuing a second-half-2026 retreat,… …again reminded that stock prices move in both directions,… …even as long-term gains have been very good. […]

It is easy to say that equities have been the place to be for long-term-oriented investors when the major market averages are trading at or just below all-time highs,… …especially as history shows that record-setting days are not that rare an occurrence…, …and the week just ended saw the proverbial […]

While we can lament that the generals outperformed the soldiers as the capitalization-weighted S&P 500 index jumped 3.6% last week, versus a gain of only 2.4% for the S&P 500 Equal Weight index, and the Bloomberg 3000 Growth index trumped its Value counterpart by more than 260 basis points, cutting […]

An early selloff on Wednesday heading into the decision on interest rates gave way to a sharp (bit short-lived) rebound that day after Kevin Warsh & Co. left the target for the Fed Funds rate unchanged at a range of 3.50% to 3.75%,… …which prompted one pundit to exclaim, “The […]

The two publications that arrive on my driveway each morning (The Wall Street Journal and The New York Times, which often differ on their places on the political spectrum) are charged with trying to help their readers make sense of each day’s stock market gyrations. They do their best and […]

Overall and core (excludes volatile food and energy prices) inflation on both the consumer and producer price indexes retreated more than expected last month, helping to reduce the number of interest rate hikes expected by the Fed Funds futures market over the next 12 months to 1.57, down from 1.73 […]