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I want to start today’s column by showing you four charts – each of which illustrates the results from a different investment strategy. The red line in these charts shows the back-tested results...
For many sports fans, it’s unthinkable. But young people have stopped watching the games live. They would rather watch them when it’s convenient. And that, pardon the pun, is a game-changer. ...
The third industrial revolution is happening right now. Silicon is the new steel, and data is the new oil. Now the companies that build Big Data ecosystems are about to reap the rewards. That is...
The preliminary offer by Mondelez International Inc. (MDLZ) to take over Hershey Co. (HSY) wasn’t sweet enough, and the creation of the world’s largest candy company will have to wait, or not...
Hand-wringing among analysts and investors was the gesture of choice last week after Apple (AAPL) reported that it is no longer growing at record rates. I got the sense that Wall Street both...
A week ago Disney (DIS) worked its magic over the opening weekend of their updated Jungle Book movie with a surprisingly strong viewer turnout, while over at Hasbro (HAS) sales of Star Wars,...
Things are pretty bad at The Gap Inc. (GPS), and that’s not just because the San Francisco retailer saw its share price tumble almost 14% Friday following more poor sales results. Sure, the...
Here are some semi-random items that should help you think about what’s happening in the markets at this time. — The major indexes are off to a stunning start in March, with the S&P 500 up 3.5%...
The unemployment rate has fallen below the 5% threshold for the first time since the 2008-09 recession ended, hitting 4.9% for January. But the government reported Friday that non-farm payrolls ...
If the energy sector can get some relief, the overall market will as well. Ed Yardeni, of Yardeni Research, notes that S&P 500 earnings fell 14.1% in 3Q15 over 3Q14. But that becomes a 3.4% rise...