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Articles from our Weekly Newsletters

JPMorgan Sees Stocks Powering Through Any Short, Sharp Pullbacks

US stocks have further to run as corporate earnings growth underpins sentiment despite some signals suggesting equities may have risen too far, JPMorgan Asset Management’s Jack Caffrey said.

US Trade Gap Narrows as Oil Exports Offset AI-Driven Imports

The US trade deficit narrowed in April as a surge in oil exports helped offset ongoing increases in imports of equipment powering the data center buildout.

Interactive Brokers Offers BlackRock ETFs in Savings Plans

Interactive Brokers Group Inc. is offering exchange-traded funds from BlackRock Inc. in savings plans in Europe, the latest platform to provide the booming product that’s become increasingly popular with mom-and-pop investors on the continent.

SpaceX, Anthropic, OpenAI Can Rewrite History for Megacap IPOs

The history of megacap initial public offerings shows that the stocks usually slump in the first year of trading. But upcoming listings from SpaceX, Anthropic and OpenAI are big enough and systemically important enough to the market that those analogies may not apply.

Volatility Is No Longer Keeping Crypto out of Portfolios

Volatility is the longest-running critique of this emerging asset class, and for the last decade I’ve had advisors and other professional investors tell me this is the main reason they don’t recommend a crypto allocation to their clients.

Managing the Disconnect Between High Markets and Consumer Worry

As a consumer and an investor, what should you do? My recommendation is the same advice I have offered for decades. If you hold a globally diversified portfolio with a balance of stocks and bonds appropriate for your circumstances, leave it alone.

Fear Mosquitoes, Not Investing: Ben Carlson Tells Us to Learn to Love Stocks

In his new book, Risk & Reward, financial analyst Ben Carlson uses a wealth of historical data to defend U.S. stocks as the ultimate wealth-building machine. While Carlson effectively uses psychology and past market performance to encourage investors to ride out short-term volatility, the text reveals that long-term success often depends heavily on having decades for early investments to compound.

Quantum Computing: Hype or the Real Deal?

Quantum computing is being hailed as the next technology to revolutionize computing, following in AI's footsteps. But promising headlines loaded with industry jargon have a long history of appearing well ahead of reality. Accordingly, it’s important to better understand what quantum computing is, why it matters, and whether the hype is justified and worth investing in.

Will the U.S. Stock Market 4-Peat in 2026?

2026 is heading toward a four-peat of double-digit returns on U.S. stocks, but it will require P/Es to remain high — investors need to remain optimistic. In the past, when P/Es were high, investor fear kicked in and P/Es declined, causing stock market losses. Time will tell, but diversification is a reasonable strategy no matter the outcome.

Today’s Cap-Weighted Index Is an Identification Bet

If the market has correctly named the companies that will dominate the AI era, cap weighting will look brilliant, because it owns them in size and will ride them up for free. The real question is: How much do you want to bet the market chose the correct companies?

Brace for a Flood of Oil as Soon as Hormuz Reopens

My industry soundings are far more upbeat: When it happens, it would start as a trickle, but very quickly — in just a handful of weeks, if not days — transform into an oil flood. I’m on the side of the bears, as you may have guessed.

DoubleLine, Oaktree Brace for Potential AI Pain

Credit heavyweights like DoubleLine Capital LP and Oaktree Capital Management are buying debt now that can perform well if the artificial intelligence boom turns into a credit bust.

US Stocks Rebound From Selloff as Nvidia Leads Big-Tech Gains

US stocks bounced back on Monday from the worst rout this year, as a selloff in technology stocks eased and traders assessed flaring tensions in the Middle East, which supported oil prices and energy shares.

Fed Faces Rising Rate Hike Expectations, Schwab Center's Martin Says

The bar for a Federal Reserve rate hike is falling as the job market remains robust in the face of stubborn price pressures, according to Collin Martin at the Schwab Center for Financial Research.

Apple Investors Look for AI Overhaul to Power Next Leg of Gains

Apple Inc. investors have spent nearly two years clamoring for the iPhone maker to make a big splash with artificial intelligence. Their wait may finally be coming to an end this week at the company’s annual Worldwide Developers Conference.