Just like the earnings beat rate this quarter, the percentage of companies raising guidance versus lowering guidance is also strong. As shown below, 12.6% of companies that have reported earnings thi

The Intrade odds for Ben Bernanke to be confirmed by the Senate for a second term have dropped from about 95% down to 80% today. This is a pretty big drop, but the money is still betting that he'l

?While his detractors will argue otherwise, based on his first year in office, Barack Obama has been a good friend to the stock market. Since 1897, the 33% return in the DJIA during his first year in

After Scott Brown's unlikely win last night for the open MA Senate seat, we checked Intrade to see which way the odds have moved for various political scenarios. After the special election, Intrad

The PEG ratio is the P/E ratio over the growth rate, and a PEG of less than one is generally considered good. In this regard, we have created "PEG" ratios for a number of countries using the P/

Of the 2,971 stocks currently in the Russell 3,000, 1,997 of them were around at the start of the 2000s. The average price change of these 1,997 stocks during the 2000s was 182%, so this shows you th

At current valuations, we believe REITs are overvalued. We think REIT investors are anticipating a quick and meaningful rebound in cash flows/dividends. Our dividend growth assumption over the next ye

The preferred stock and high yield bond markets have done extremely well lately. The two charts below, PFF (preferred ETF) and HYG (high yield bond ETF) have both been surging since the start of Dece

Now that the VIX index is at its lowest levels since May 2008, and down nearly 80% from its record high in late 2008, there is a growing concern among some investors that there is not enough fear in t

"'If you?re going to predict,' an anonymous economist famously quipped, 'predict often.' 2009 by all accounts was a good year. The S&P500 gained 23.4%. Emerging ma