Are Recent S&P 500 Returns Excessive? Part III

Earlier this month I profiled the US stock market’s performance in search of context for deciding if recent returns have gone off the deep end. The results suggest that...

Growth Stock Rally Continues To Overshadow Value Investing

The exuberance in the US stock market of late may or may not be irrational, but the party atmosphere in the value corner of equities (companies that are inexpensively...

There Are (Still) No Shortcuts For Estimating Recession Risk

The St. Louis Fed last week pondered the question: “Is the U.S. Due for a Recession?” In a blog post the bank advised that after a long expansion “there...

Mapped: The Median Age of the Population on Every Continent

Earlier this week, the Bill and Melinda Gates Foundation published their annual letter that highlights the surprises they saw in 2018, as well as the philanthropic opportunities they’ve identified...

Assembling the World Country-by-Country, Based on Economy Size

Visualizing the Happiest Country on Every Continent The state of our world is shifting beneath our feet — economics alone no longer equate to satisfaction, let alone happiness. Today’s visualization pulls...

Mnuchin Says He’s Talked to Walmart About How Planned China Tariff...

Treasury Secretary Steven Mnuchin on Wednesday revealed he’s talked to the chief financial officer of America’s top retailer after getting heat over proposed tariffs on a variety of consumer...

Ranked: The Megaregions Driving the Global Economy

If you’re a homeowner, there are probably a few things you’ve been neglecting to do. Perhaps the kitchen needs upgrading, or the roof needs replacing. We tend to procrastinate...

An Investing Megatrend: How Emerging Wealth is Shaping the Future

From agrarian economy to global superpower in half a century—China’s transformation has been an economic success story unlike any other. Today, China is the world’s second largest economy, making up...

US Payrolls Growth Unexpectedly Cooled In December

Corporate payrolls in the US increased by less than expected in December, rising 146,000 in 2017’s final month — well below November’s strong 239,000 rise, according to this morning’s...

Adding Boeing to Jubak Picks on weak dollar, strong global economy,...

Shares of Boeing (BA) have tumbled from $351.01 on January 17 to close at $334.69 today. I’m using the pull back to add shares to my Jubak Picks portfolio...

Macro Briefing: 30 July 2018

Trump threatens government shutdown over funding for border wall: Politico GOP worries that Trump’s tariffs could squeeze party in elections: The Hill IMF: China could become largest economy by 2030: Independent China...

The 10 Most Populous U.S. Cities, Every Decade Since 1790

The world is constantly changing, and many of these shifts have the potential to alter the investment landscape. While some of these changes can be temporary and fleeting, others can...