1/21/2020 | Going with the Flow. Does it Make Sense? |
12/23/2019 | 2020 Should Be a Good Year! |
10/7/2019 | The Lack of Bulls is Bullish Sign! |
9/23/2019 | Evaluations and Opportunities |
8/5/2019 | A Correction ... and Nothing More |
7/22/2019 | Interest Rates and Earnings, It All Comes Full Circle |
7/15/2019 | More Than Just the Fed |
7/1/2019 | Halftime Report |
6/3/2019 | Same Old Song and Dance |
5/13/2019 | Interest is 3x More Expensive than Earnings |
1/7/2019 | 2019 Market Outlook |
12/20/2018 | Call Us Crazy ... Stocks on sale as we head into 2019! |
10/30/2018 | Stock market on sale … will anyone show up? |
10/15/2018 | Perspective on Volatility |
9/18/2018 | Optimism at a 20-Year High |
9/10/2018 | Historical Perspective on the Yield Curve |
9/4/2018 | Looking Back to Understand the Future |
7/23/2018 | An Avalanche of Earnings |
7/9/2018 | 18 out of 20 ... So Far! |
6/12/2018 | Profits and Stock Buy Backs |
5/14/2018 | The Correction is Over! |
3/6/2018 | Interest Rates, Policy and the Markets |
2/13/2018 | Some Investors Have Lost That Lovin' Feeling |
2/7/2018 | 23 Times in 9 Years |
1/29/2018 | Stellar Earnings |
1/11/2018 | Four Strategic Priorities for 2018 |
12/14/2017 | 2018: A Strategic Outlook |
11/30/2017 | 24K |
11/7/2017 | Is a Correction Coming? |
10/16/2017 | October 1987 to October 2017 |
10/9/2017 | 7 for 7 so Far! |
9/18/2017 | Why the Market Continues to Go Up |
7/31/2017 | Strong Earnings Push Markets Higher |
7/10/2017 | Let's Get Back to the Fundamentals |
6/26/2017 | Earnings are Coming! |
6/5/2017 | Stronger Earnings=Stronger Markets |
5/8/2017 | The 5.1% Difference |
5/3/2017 | Back in the Saddle |
3/23/2017 | Earnings, Evaluations and Sectors |
3/15/2017 | The Fed Sees Market Strength |
3/9/2017 | After 8 Long Years ... |
2/21/2017 | Both Are Investing and Delivering Record Highs |
2/6/2017 | It's Called Winning! |
2/1/2017 | Back to Earnings: Back to the Basics |
1/25/2017 | The Meaning of 20,000 |
1/18/2017 | The Fundamentals that Make Up the Valuations |
1/10/2017 | 2017 Forecast: Risk On, For Now |
12/19/2016 | 2016: A Year of Extremes. 2017: A Year of Opportunity |
12/6/2016 | 2017 and a Look at Profitability |
11/28/2016 | 2017 and The Priority of Allocation |
11/14/2016 | The Market is Risk On |
11/10/2016 | Fog is Lifting for Individual Investors |
11/1/2016 | Why the Market is Not Bullish |
10/28/2016 | The First Trust Newsletter and Market Overview |
10/10/2016 | Tis the Season for Earnings |
9/19/2016 | 18 ... 16 ... Better Earnings Ahead!? |
8/22/2016 | The Critical Importance of Asset Allocation |
8/16/2016 | What's It Going to Take? |
7/29/2016 | Expected Earnings and Future Profitability |
7/18/2016 | Stocks at All-Time Highs But It's Just Second Hand News |
7/5/2016 | Insight on Earnings |
6/6/2016 | Let's Get Small: Focus on Small Caps |
4/26/2016 | Good Earnings. Yet Investors Not Partying Like It's 1999. |
4/11/2016 | The Profit’s Prophets Likely to be Wrong Again |
4/4/2016 | 19 for 19 So Far! |
3/15/2016 | The Pros are Buying |
3/7/2016 | The Correction is in the Rear View Mirror |
2/23/2016 | Stay In and Stay On to Win |
2/3/2016 | The Stock Market is Like the Rodeo |
1/15/2016 | The Sale Continues |
1/7/2016 | More like 2003 NOT 2008! |
12/21/2015 | Perspective on Past and Future Earnings |
12/14/2015 | Are You Getting Paid For Taking Risk? |
11/23/2015 | A November Flight to Safety |
10/30/2015 | Three Out of Four are Beating the Estimates |
10/20/2015 | How to Get the Attention of the Financial Media |
10/5/2015 | Recovery |
9/14/2015 | When Opportunity Knocks |
8/31/2015 | What's Bothering Investors? |
8/24/2015 | Yes, it is a Correction. What are You going to do about it? |
7/28/2015 | Profits Not Prophets |
7/21/2015 | Perspective on July Earnings |
7/13/2015 | Greece, China, Alcoa and the Global Economy |
7/8/2015 | Anticipating Continued Strength in Earnings |
6/26/2015 | Let Guidance Be Your Guide |
6/9/2015 | Under Pressure |
5/27/2015 | Then Came the Last Days of May |
5/19/2015 | New Market Highs Met by Complacency |
5/7/2015 | Bond Yields, Earnings and Billy Squier |
4/27/2015 | 4 Factors Effecting Valuations Today |
4/16/2015 | Beat Rate Still Above 80% |
4/13/2015 | Will the 83% Beat Rate Continue? |
4/6/2015 | Comments on Interest Rates on the Cusp of Earnings Season |
3/23/2015 | Don't Fear the Dollar |
3/16/2015 | Interest Rates, Valuations, and Free Ice Cream |
3/9/2015 | Happy 6th Anniversary |
3/4/2015 | Back to NASDAQ 5,000, with an Important Difference |
2/18/2015 | A Good Old Fashioned Yield Rally |
2/2/2015 | A Macro View of Stocks |
1/13/2015 | Guidance on Guidance |
1/7/2015 | Focus on Sector Strength in 2015 |
12/23/2014 | 2014 Review. 2015 Focus. |
12/10/2014 | The US Dollar and the Strength of the Economy |
11/25/2014 | Continued Market Strength and Yet ... |
11/17/2014 | Taking Stock of the 4th Quarter |
11/10/2014 | A Look at the November Recovery |
10/27/2014 | Stay Calm and Focus on the Fundamentals |
10/21/2014 | Back to Our Regularly Scheduled Bull Market |
10/13/2014 | Volatility. The price you pay for higher returns. |
10/8/2014 | They Call That A Bargain ... |
9/29/2014 | Relax, 3Q Earnings Will Be OK |
9/22/2014 | Looking Forward to the 4th Quarter |
9/8/2014 | Stay Plugged In |
9/2/2014 | The Math Matters When it Comes to Valuations |
8/18/2014 | The Dog Days of Summer |
8/13/2014 | What Investors Did During the Correction |
8/11/2014 | Interview with Bob DeRochie |
7/22/2014 | Companies Are Earning Their Keep |
7/14/2014 | Listening for the Strength of Business Conditions |
6/26/2014 | A Look at the Growth in Earnings |
6/16/2014 | The World Economy Refuses To Comply |
6/9/2014 | Bob's Three Best Ideas |
6/4/2014 | Welcome to the Middle Innings |
5/29/2014 | Reasons for Market Performance |
5/19/2014 | The Math Absolutely Matters |
5/14/2014 | The Party Many Are NOT Showing Up For |
4/28/2014 | The Halftime Report |
4/22/2014 | An Eye on the Eurozone |
4/15/2014 | Never Let the Facts Get in the Way of a Good Story |
4/7/2014 | Earnings Season |
3/27/2014 | A Look at the 2nd Quarter |
3/18/2014 | Individual versus Institutional Investors |
3/10/2014 | Happy 5th Anniversary to the Bull Market |
2/19/2014 | Now Don't Be Sad Because Two Out of Three's Not Bad |
2/4/2014 | Taking a Broad Investment Perspective |
1/27/2014 | Stay Warm and Stay Bullish |
1/6/2014 | Great Expectations |
12/20/2013 | A Look at 2014 |
11/13/2013 | The Market is Sending a Message |
11/4/2013 | Defying Expectations |
10/21/2013 | Not So Fondly Remembering the Crash of '87 |
10/7/2013 | An October Focus on the Fundamentals |
9/16/2013 | When Will Individual Investors Respond? |
9/11/2013 | We're Not Making This Stuff Up |
9/4/2013 | Auto Sector Recovery Gaining Traction |
8/19/2013 | This is Only a Correction |
7/22/2013 | Companies are Beginning to Earn Your Trust |
7/15/2013 | Focus on Earnings Growth |
6/24/2013 | Rising Rates Got You Down ... It's Just Math! |
6/19/2013 | Learning From Recent Market Stability |
6/10/2013 | A Time of Transition |
5/13/2013 | Comments on Market Corrections |
5/6/2013 | Profits! Not the Prophets of Doom. |
4/8/2013 | Why Investors Are Playing It Safe |
3/18/2013 | Attention Shareholders |
3/4/2013 | Perspective on Market Patterns |
2/12/2013 | Earnings Still Advancing. Valuations Still Attractive. |
2/4/2013 | The Equity Story: Still a Good Read |
1/18/2013 | A Happy New Year! |
12/11/2012 | Being Paid for Taking Risk |
11/21/2012 | Corrections, Evaluations and Washington |
11/7/2012 | Expect More (or Less) of the Same |
11/2/2012 | Analysis of October Earnings Reports |
10/17/2012 | Who's Buying and Who's Not |
10/10/2012 | A Closer Look at October Market Activity |
9/27/2012 | Reallocating Back Into the Market |
9/17/2012 | Still In a Bull Market Cycle |
9/7/2012 | Perspective on the Numbers |
9/4/2012 | 3 In A Row |
8/27/2012 | How Investors are Investing |
8/20/2012 | Investors Continue to Chase Yield |
8/14/2012 | Getting on Board |
7/24/2012 | Companies Are Keeping Their Cool |
7/16/2012 | On the Cusp of 2nd Quarter Results |
7/10/2012 | Earnings: Still Growing |
6/25/2012 | Economic Data and Earnings Outlook |
6/19/2012 | Earnings and Opportunities |
6/11/2012 | Why Cash is Still King |
5/29/2012 | Investors Have to Make a Decision |
5/9/2012 | The 6.1 Percent Solution |
4/30/2012 | The Markets Fight Through the Headlines |
4/16/2012 | The Question of Recession |
4/2/2012 | A Preview of the 2nd Quarter |
3/5/2012 | Questions on China |
2/28/2012 | Answers to Investors' Questions |
2/17/2012 | Watching Investor Activity |
2/6/2012 | Strategic Insight Into Valuations |
1/25/2012 | Globalization is Not Dead |
1/18/2012 | Putting Capital to Work |
1/10/2012 | A Look at Sectors in 2012 |
12/22/2011 | Evaluation, Risk and 2012 |
12/13/2011 | 4th Quarter Review and a Look at 2012 |
12/5/2011 | Up Twelve Percent |
11/7/2011 | Focus on Financials |
11/3/2011 | One Word: Earnings! |
10/24/2011 | Best Recession Ever |
10/11/2011 | Perspective on the 3rd Quarter |
10/3/2011 | Come in off the Ledge |
9/21/2011 | The Market Responds to The Twist |
9/8/2011 | It's Time to Go Shopping |
9/2/2011 | Every Picture Tells a Story |
8/25/2011 | Smart Money Sees Opportunity |
8/18/2011 | Risk Adjusted Returns |
8/8/2011 | The Big Compression |
8/2/2011 | Step Back from the Panic Button |
7/26/2011 | 88 Percent |
7/18/2011 | Gearing Up |
7/7/2011 | The Tide is Turning |
6/27/2011 | An Earnings Preview and a Happy July 4th |
6/22/2011 | The Geeks NOT the Greeks! |
6/8/2011 | Markets, Government and Investment Opportunity |
5/31/2011 | Then Came the Last Days of May |
5/11/2011 | Twenty Percent |
5/2/2011 | Rising Expectations and Strong Evaluations |
4/25/2011 | Beating the Estimates |
4/18/2011 | April Market Outlook |
4/5/2011 | What's That Noise? |
3/21/2011 | Strong Data Bodes Well |
3/15/2011 | A Correction and A Perspective |
3/3/2011 | At Your Service |
2/8/2011 | Capital Access |
1/31/2011 | The January Effect |
1/20/2011 | Market Issues and Globalization |
1/5/2011 | Off to a Good Start |
12/23/2010 | Finishing Strong |
12/16/2010 | Seasonal Greetings |
11/22/2010 | Two Looming Issues |
11/15/2010 | Earnings, Evaluations and Capital Costs |
11/9/2010 | Eyes on Tax Policy |
11/1/2010 | Questions That Will Be Answered Soon |
10/25/2010 | Climbing the Wall of Worry |
10/18/2010 | Earnings Continue to Roll In |
10/7/2010 | A Sneak Preview |
9/28/2010 | Break on Through to the Other Side |
9/10/2010 | Knowns and Unknowns |
8/26/2010 | A Good Omen |
8/17/2010 | Walking a Tight Rope |
8/12/2010 | Cisco ... Still a Friend of Mine |
7/22/2010 | The Advance in Earnings |
7/19/2010 | Put Your Blinders On |
7/6/2010 | Someone Has to Buy These Stocks |
6/15/2010 | Turn Those Caps Around |
6/7/2010 | Fear Could Be Your Friend |
5/28/2010 | Relax |
5/17/2010 | Correction's Over Most Likely |
5/10/2010 | Enjoy the Ride |
5/3/2010 | So There! |
4/26/2010 | A 46 Percent Solution |
4/19/2010 | Can't Keep a Good Market Down |
4/13/2010 | Producing More and Buying More |
3/22/2010 | What's Next |
3/17/2010 | A Look at Market Conditions |
3/5/2010 | The Train Kept a Rolling |
2/24/2010 | Concerns and Expectations |
2/12/2010 | Breaking Down the Correction |
2/8/2010 | Factors Moving the Market |
2/2/2010 | A Half Time Report |
1/22/2010 | Digesting Economic Activity |
1/15/2010 | A Bullish Outlook for 2010 |
1/11/2010 | Stability ... Recovery ... Growth |
1/4/2010 | And They're Off! |
12/22/2009 | Item One on the Wish List |
12/15/2009 | Yearnings for Earnings |
12/7/2009 | Allocating Capital |
11/23/2009 | Much To Be Thankful For |
11/16/2009 | Earnings Up ... Stocks Up! |
11/3/2009 | Catch Me Now, I'm Falling |
10/29/2009 | Cash for Pop Tarts? |
10/19/2009 | Fly Like an Eagle |
10/15/2009 | We're Bad, We're World Wide |
10/5/2009 | Anticipation |
9/30/2009 | A Look at the 4th Quarter |
9/21/2009 | Give Me Three Steps |
9/14/2009 | Please Don't Let Me Be Misunderstood |
8/31/2009 | A Look into September |
8/25/2009 | Rising ROI and Health Care Stocks on the Launch Pad |
8/19/2009 | The Dog Days of Summer |
8/10/2009 | The Big Boys Have Come Out to Play |
8/6/2009 | Feeling Left Out? |
7/27/2009 | Higher Ground |
7/16/2009 | Feelin' Stronger Everyday |
7/6/2009 | Capital is Still on Strike |
6/29/2009 | The Waiting is the Hardest Part |
6/23/2009 | The Good. The Bad. And the Ugly. |
6/15/2009 | Too far, too fast? Not so fast |
6/8/2009 | Head Winds |
6/1/2009 | Mother of All Rebalancing |
5/28/2009 | A Call for Allocation |
5/18/2009 | Rolling Down the River |
5/11/2009 | The Pause that Refreshes |
5/1/2009 | Money in Motion |
4/27/2009 | The Prospects of Return on Capital |
4/14/2009 | Surprise! Companies Beating Expectations |
4/6/2009 | Go With The Flow |
3/23/2009 | A 20% Solution |
3/12/2009 | Plop Plop Fizz Fizz |
3/2/2009 | The Perfect Storm |
2/23/2009 | Update and Opportunities |
2/9/2009 | Back in the Saddle |
1/22/2009 | Tech Stocks ... Follow the Leader |
1/13/2009 | Investment Allocations for 2009 |
1/5/2009 | Big Block Buyers are Back |
12/22/2008 | Bob's Christmas Wish: Lower Credit Spreads |
11/26/2008 | Talking Turkey |
11/17/2008 | Market Headwinds |
11/10/2008 | Perspective on Capital |
11/5/2008 | A Look Ahead |
10/29/2008 | Reallocation |
10/22/2008 | Allocation and Opportunity |
10/14/2008 | Maintaining Discipline |
10/6/2008 | Don't Fight the Fed |
9/25/2008 | The Cost |
9/15/2008 | Close to the Edge |
9/2/2008 | Slow Ride |
8/25/2008 | Opportunities |
8/18/2008 | Stocks on the Run |
8/12/2008 | Smoke on the Water |
8/4/2008 | Don't Fear the Reaper |
7/28/2008 | Generating Returns from Capital |
7/21/2008 | Q2 Earnings Blowout |
7/14/2008 | Earnings and the Economy |
7/7/2008 | Dealing with Expectations |
6/30/2008 | Denominator Issues |
6/19/2008 | Watching the Underlying Fundamentals |
6/11/2008 | Discount Rate Issues |
5/27/2008 | Estimates Hold Strong |
5/19/2008 | Breaking On Through |
5/13/2008 | Onward and Upward |
4/25/2008 | Market Update |
4/21/2008 | Early Returns Are In |
4/8/2008 | Tis the Season |
3/17/2008 | Monday Outlook |
3/3/2008 | Updates and Opportunities |
2/27/2008 | Valuations and the Market |
2/11/2008 | Encouraging Reports |
2/6/2008 | Maintaining Earnings Power |
1/28/2008 | Earnings and Expectations |
1/23/2008 | Keep Perspective |
1/14/2008 | Addressing Market Concern |
1/7/2008 | January 2008 Update |
12/11/2007 | The Fed Decision |
12/3/2007 | Equity Evaluations |
11/26/2007 | Look to the Fundamentals |
11/20/2007 | Remember: It's All About Earnings! |
11/5/2007 | Valuations and Opportunity |
10/29/2007 | Market News |
10/16/2007 | A Look at Economic Data |
10/1/2007 | Earnings is the Story! |
9/26/2007 | This Week's Economic Activity |
9/17/2007 | Show Me the Earnings! |
9/10/2007 | September Economic Data |
9/6/2007 | The Profit's Picture in September |
8/27/2007 | Earnings & Profits |
8/20/2007 | The Cost of Capital |
8/13/2007 | Return on Capital |
8/6/2007 | Today's Valuations |
7/30/2007 | Earnings' Estimates Still Strong |
7/23/2007 | A Look at the Near Future |
7/17/2007 | Reasons for Strength |
7/9/2007 | Earning Season |
6/18/2007 | Strong Corporate Fundamentals |
6/11/2007 | Still Going Strong |
5/29/2007 | The Cyclical Side |
5/21/2007 | Solid Company Cash Flows |
5/7/2007 | This Ain't No Bubble |
4/30/2007 | Solid Performance |
4/23/2007 | Earnings set the pace! |
4/16/2007 | Sector Watch and the Economy |
4/9/2007 | Watch for Returns |
4/2/2007 | Are Stocks Undervalued? |
3/26/2007 | A Solid Market |
3/19/2007 | Industrial Strength |
3/5/2007 | The Early March Correction |
2/26/2007 | Economically Sensitive Areas |
2/12/2007 | Solid Reporting |
1/30/2007 | Jobs and Profits |
1/22/2007 | Don't Rush to Judge |
1/16/2007 | Perception and Reality |
1/8/2007 | Introduction to 2007 |
12/13/2006 | 2006 and 2007 |
12/4/2006 | Corporate Profits |
11/20/2006 | It's All about Earnings! |
11/6/2006 | Values and Vulnerabilities |
10/30/2006 | The Strength of the Economy |
10/23/2006 | Solid Earnings Reports |
10/16/2006 | Investment Styles |
10/9/2006 | Earnings Outlook |
10/4/2006 | An Undervalued Market |
9/26/2006 | Opportunities in the Market |