Patrick O'Hare's picture

When 2014 was coming to an end, we published our Market View for 2015. In that piece, we said our expectation for 2015 was that market gains would track closer to earnings per share (EPS) growth. At the time, analysts' average estimate pegged 2015 EPS growth at 8.8%, according to...

Ben Hunt PhD's picture

The world made two discoveries last week. Everyone is aware of the first discovery – that ISIS is not “a junior varsity team” but an able protagonist in what Pope Francis quite rightly calls “a piecemeal third World War”. Very few are aware of the second discovery – the existence of...

Oil Price's picture

Critics of renewable energy always cite the fact that the sun does not always shine and the wind does not always blow. As such, the intermittency of renewable energy needs to be backed up by baseload power, which would need to come from natural gas, coal, or nuclear power.

Michael Shedlock's picture

In response to the Paris terrorist attacks, President Obama essentially said terrorists are welcome here. ABC News reports Obama Vows to Veto Bill Increasing Screening for Refugees. "President Barack Obama is vowing to veto a bill from House Republicans that would increase ..."

Global Risk Insights's picture

The Schengen agreement is one of four cornerstones of the European Union’s ‘Single Market’ system, but with the unprecedented migrant crisis flooding the region and fractures amongst member nations already spreading, will the pressure fragment one of the world’s most valuable markets?

John Mauldin's picture

Soon after the Paris attacks, I picked up the phone to talk over the situation with my friend George Friedman. George is one of the truly world-class thought leaders on geopolitics. We had an animated 20-minute conversation. I didn’t particularly like what I heard.

Monty Guild's picture

Stocks and real estate both suffered sharp declines during the Great Recession, and both have recovered in the more-than-six years since the downturn officially ended. An examination of the forces driving the recovery of real estate returns, and a view of their trends, can also help...

Marc Chandler's picture

How much of a headwind is international exposure causing US-based companies? Factset did a study earlier this month, drawing on a combination of companies that had already reported Q3 earnings and used estimated results for those who had not reported.

FS Staff's picture

A book was just released that is sure to be the talk of energy executives, investors, and academics around the globe. It is named by the no-hype title, The Price of Oil, where experts Roberto Aguilera and Marian Radetzki argue quite persuasively that the world is likely...

Clif Droke's picture

The last 15 years have been among the most turbulent on record. Since the year 2000, America has experienced two recessions (including a near depression), two stock market crashes, numerous selling panics, two terrorist attacks, and one of the slowest economic recoveries on record. Just when...