The Single Most Important Thing To Know About Stocks This Year: Investors are only tentatively staying with the bull market – and they’re moving up the cap chain to perceived safety, a trend that’s been in force since January. Jon Krinsky, CMT, technical analyst at MKM Partners (emphasis mine): We continue to harp on the…

In my travels around the country, I’m fortunate to get a chance to meet some truly great investors and fellow advisors. Being located in New York City, I am equally lucky that everyone I want to meet also has to pass through my hood at some point or other. As a result, I can count…

We’re going to try something new each week on TRB, something I’m calling the Riskalyze Report. My friends at Riskalyze have offered me the opportunity to see which stocks and funds advisors all over the country are adding to their clients’ accounts and which ones they’ve been selling. Each week I’ll present you with the…

Q3 earnings season begins this week – here’s a quick overview of what you can expect from Savita Subramanian and the Bank of America Equity and Quant Strategy team: Third quarter earnings season starts this week and consensus expects EPS of $29.03, implying earnings growth of 4% YoY, or 5% ex. Financials (the only sector…

Where we stand in the US stock market, three quarters of the way through the year. Blood is thicker than oil so far, with biotechs raging and energy stocks just absolutely terrible in 2014. Obviously large has been better than small as well and the chasm between the two cap classes is actually widening, not…

Barron’s has some details about the performance of equity mutual funds during Q3 2014.  There’s not much left to say anymore about active stockpicking in a mutual fund wrapper. The 8,112 diversified U.S. equity funds, with a collective $5.9 trillion in assets, lost 1.95% for the quarter, while Standard & Poor’s 500 index funds returned…