| 2018 | |
|---|---|
| January Strong Start to New Year |
July Fixed-Income Strategy |
| February Market’s Emotional Roller Coaster |
August Strong Earnings, Strong Stock Market |
| March Inflation and Price-Earnings Multiples |
September The Real Fed Funds Rate and Recessions |
| April Leading Economic Index Points to Robust Growth |
October Stock Market Volatility Returns |
| May 10-Year Annualized Rolling Returns |
November Article Text |
| June Household Wealth Tops $100 Trillion |
December Article Text |
| 2017 | |
|---|---|
| January Small Business and Consumer Optimism |
July Fourth-Longest Streak Without a 5% Correction |
| February S&P 500 Price vs. EPS |
August Longest Economic Expansions in History |
| March The Federal Reserve’s Balance Sheet |
September Housing Prices Exceed Previous Peak |
| April Government Shutdowns |
October Second-Longest Bull Market Since WWII |
| May Seasonal Trading Patterns |
November Historical Yield Curve Averages and Recessions |
| June The Fed Weighs in on the Stock Market |
December A Record-Setting Year |
| 2016 | |
|---|---|
| January The Worst 10-Day Start Ever |
July Cruising to New Highs |
| February Global Stock Markets |
August Presidential Election Cycles |
| March Strong and Improving Household Finances |
September Unemployment Rate and Wage Growth |
| April Record Low Ownership of Stocks and Homes |
October Stock Market Valuation |
| May 10-Year U.S. Treasury Yield |
November Corporate Income Tax Rates |
| June Treasury Yield Spreads as a Forecasting Tool |
December Dow Closes In On 20,000 |
| 2015 | |
|---|---|
| January Apple’s Record Results |
July Narrowest Trading Range Ever |
| February Recoveries and Expansions |
August Real GDP Growth |
| March The Rule of 72 |
September Stock Market Corrections |
| April Distribution of Federal Income Taxes |
October Correlation Between Stocks and Earnings |
| May Historical Impacts of Rate Increases |
November Link Between Stocks and GDP |
| June Bull Markets and Economic Expansions |
December The Force Awakens |
| 2014 | |||
|---|---|---|---|
| January Stay Long |
July Upward and Onward |
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| February Consumer Confidence |
August Rolling 10-Year Returns |
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| March Out of Africa |
September Fed Funds Rates |
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| April Leading Economic Indicators |
October Channel Surfing |
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| May Fed Tightening |
November Mid-Term Elections |
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| June Inflation & Unemployment |
December Oil Prices |
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| 2013 | |||
|---|---|---|---|
| January The Next Leg |
July Treasury Spreads |
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| February The 16th Amendment |
August Misery Index |
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| March Higher Highs, Higher Lows |
September Monthly Returns |
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| April Stocks vs. Gold |
October Corporate Profits |
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| May Government Finances |
November Earnings Yield |
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| June Central Bank Assets |
December Stealth Bull Market |
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| 2012 | |||
|---|---|---|---|
| January Apple’s Growing Cash |
July The Big Four |
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| February Real Estate |
August Stock Swaps |
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| March S&P 500 vs. Gold |
September S&P and QE |
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| April The “Buffett Rule” |
October Presidential Election |
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| May Dividend Aristocrats |
November Tax Rates |
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| June Dividend Strategy |
December Fiscal Drag |
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| 2011 | |||
|---|---|---|---|
| January Employment Report |
July Budget Deficit |
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| February S&P 500 P/E & EPS |
August Square Root Economy |
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| March U.S. Treasury Yields |
September Buy Low, Sell High |
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| April Stocks and Bonds |
October Best Months Ever |
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| May Goldilocks Economy |
November Rolling 10-Year Returns |
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| June The Case for Apple |
December Contrarian Indicators |
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