Stocks for the Long-Run
Jeremy Siegel, the famous Wharton School finance professor coined the phrase “stocks for the long-run” with his identically titled 1994 best seller, Stocks for...
Bond Risk
Insurance companies manage risk—their own risk. When it comes to insuring new-issue muni bonds, the only game in town is Assured Guaranty Ltd. They’re...
Income Investors Beware: This Asset Class is a Guaranteed Loser
Yesterday, Bloomberg reported that the U.S. Treasury sold $24 billion of 10-year notes at a record low auction yield. The bonds were sold at...
NFIB Index of Small Business Optimism Highest Since 2007
The Index of Small Business Optimism from NFIB rose 2 points in April to 94.5, the highest index value since 2007. This is the...
VIDEO: Do Earnings Surprises Matter?
https://s.wsj.net/media/swf/VideoPlayerMain.swf
See also, "The Quarterly Earnings Con Job."
The Quarterly Earnings Con Job
Is it just me or has the quarterly earnings season become nauseating? At Young Research we try to spend as little time as possible...
Bernanke: Krugman Policy ‘Reckless’
On April 24 The New York Times Magazine published an article by Nobel Prize winning economist Paul Krugman. In his article, Krugman lambastes Federal...
Big Drop in New Orders a Bad Sign for Economy
More fallout from new orders came this month. Manufacturers’ new orders for durable goods fell the most since January 2009, the heart of the...
Why Stocks Go Up
Stocks have been wild lately. They swing up; they swing down. Listen to the boys and girls on CNBC and you hear, “You bet...
Fear and Greed: Read the Market like Warren Buffet
If you tune into to CNBC regularly, you’ve likely come across a segment where the commentators are talking about the VIX Index. You may...