The U.S and China intensified their tit-for-tat cycle of tariff threats today, suggesting that a trade war is imminent. Stocks plummeted across the board. Read More

Investors today put aside fears of a trade war to focus on robust expectations for corporate operating results. The main stock indices soared, in the best three-day gain since Donald Trump won the White House. Read More

Successful investing requires both a bottom-up and top-down approach. Identifying different stages of the economic cycle is not easy and a calendar-based seasonality approach is more precise and effective. Read More

Investors today were rankled by China’s retaliation against Trump’s tariffs. After plunging earlier in the session, the main indices ended in the green. Read More

Consumer Staples stocks have taken a big hit in the past year. Changing tastes and a charge to shift more product to healthy organic options has hurt the results of packaged foods companies. But are there some bargains on the dusty shelves? Read More

Most of the energy sector has shown signs of life in recent months, but someone forget to invite MLPs to the party. Read More

On the first trading day of the month, fresh worries about trade and technology pummeled stocks across the board. Presidential tweets weighed on Amazon and the Nasdaq. Read More

Small-cap stocks are often ignored by Wall Street even though they generate some of the biggest gains. But we like it that way. When the Street ignores a stock, it gives us an opportunity to get in on an emerging growth engine before the rest of the herd follows. Read More

In the final trading session of the quarter, the main indices closed sharply higher. Favorable jobs and inflation data calmed Wall Street’s frayed nerves. Read More

An advantage to owning small-cap stocks during periods of excess stock market volatility is that they some of them tend to become grossly mispriced relative to the size of their market opportunity. Read More