Storms vs. Stock Market

Hurricanes, superstorms, floods…in whatever form they come, they can be devastating events resulting in significant economic hardship for local communities. It is impossible to overstate the difficulty these communities are likely to endure as they work to rebuild their homes and resume living normal lives. Our thoughts go out to all of those affected. When […]

Are You Underperforming? This Could Be Why…

There are several reasons an investor may underperform over time: poor stock selection, suboptimal asset allocation decisions, mistimed trades, too much trading, switching managers too often, and so on. But often times when it boils down to it, an investors’ worst enemy – almost always – is him or herself. The field of behavioral finance […]

Banks Warn of Impending Market Downturn

Over the past two weeks or so, I’ve had a few Zacks Investment Advisors and clients ask me about a recent Bloomberg article that alluded to an impending downturn in the economy and markets. The article cites reports published by Morgan Stanley, Citigroup, Bank of America, HSBC, and Societe Generale SA – all big players […]

3 Critical Macro Factors You Need to Watch Now

Making smart, informed investment decisions really involves a two-part process, in my view. The first part is looking at the macroeconomic environment – this tells you whether the global economy is generally expected to grow (i.e., whether stocks have a path higher). It means looking at metrics like GDP, inflation, interest rates, velocity of money, […]

What You Really Need to Know about Earnings

Q2 earnings season is now in full swing, and there is arguably quite a bit riding on this quarter and this year’s earnings season, given the rather muted data seen in 2016 of +0.8% earnings growth on +2.1% higher revenues. The Energy sector was still largely to blame for last year’s fairly dismal aggregate earnings […]

Four of the Biggest Risks in the Stock Market Today!

Though this week’s column will delve slightly into the negative, I do want to make it clear that Zacks Investment Management maintains our base case for positive, single-digit gains in the U.S. stock market this year. That forecast has not changed, and ultimately, we see the positives like earnings growth and global GDP growth as […]