Category: General

NYT: Profits Are Soaring. The Stock Market Has Barely Noticed.

This article points out what we’ve observed, that U.S. corporations are experiencing very strong earnings and revenue growth but the stock market, which worries and predicts the future, is skeptical that this won’t last.  The tug of war is likely to continue through 2018, but the bulls have the latest upper hand. Read the full…

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WSJ: Impatient Investors Get Caught in the ‘Return Gap’

This morning, the WSJ article had a piece similar to our most recent Investment Perspectives on market timing and the impact to investor returns. There is a lot of overlap between the two pieces but there are a few stats in the WSJ article that were interesting, particularly about which types of funds’ investors “market…

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The Economist: The average American is much better off now than four decades ago

Citing Census Bureau information, politicians and media pundits often claim that Americans are no better off than they were 30 years ago. However, as detailed in this Economist article, a new report by the Congressional Budget Office disputes this claim, painting a rosier picture of American prosperity. Read the full article in The Economist

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Getting a handle on a scandal

The recent Facebook “crisis” over user data is just the latest chapter in the long history of corporate crises. In this article, The Economist analyzes the impact of such crises on long-term shareholder value. Read the full article in The Economist

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