U.S. stocks typically are flat during the second year of a presidential term - and soar in the post-midterm election third year Focus on economic uncertainty, not the presidential election-year cycle.

Here’s my summary of what the 2026 Cycle Composite suggests about the new year: ...

The S&P 500, Dow Jones Industrial Average, and Nasdaq Composite have moved into uncharted territory -- and stock valuations are nearly there, as well. The time-tested Shiller Price-to-Earnings (P/E) ...

Despite how it may seem, modern-day narratives rarely drive market swings. Tariffs, political headlines, niche trends like rare earth materials, or speculation about which company OpenAI partners with ...

Equities remain elevated for now, but a tired market cycle and rising commodity prices signal increasing downside risk into late 2024 and 2025. Cyclical commodities, especially industrial metals and ...