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Declining influence of company earnings and the stock picking art, as stocks move in lockstep with each other, and the macroeconomic forces surrounding the US economy.
Grouped Articles
Active Fund Managers Who Earn Their Keep - Barrons.com
Unknown 04/12/2013
Wall Street Journal 05/08/2013
Stockmarkets: Don’t worry, be happy
Economist 05/27/2013
Wall Street Journal 08/18/2013
Wall Street Journal 11/17/2013
Wall Street Journal 03/08/2014
Grouped Articles
Small Investors Flee Stocks, Changing Market Dynamics
Wall Street Journal 07/12/2010
Wall Street Journal 07/12/2010
Small Investors Flee Stock Market Even as Companies Recover
New York Times 08/21/2010
'Macro' Forces in Market Confound Stock Pickers
Wall Street Journal 09/24/2010
Stocks Face Dark Side of Gridlock in Capital
Wall Street Journal 11/01/2010
Wall Street Journal 11/11/2010
Underlying weaknesses include high cyclically adjusted price to earnings ratios, high corporate debt, consumer debt that has declined only slightly from the peak levels of 2008, low dividend yields, and other factors.
Grouped Articles
Number of the Week: Volatile August for Stocks
Wall Street Journal 09/03/2011
Small Investors Flee Stocks, Changing Market Dynamics
Wall Street Journal 07/12/2010
Why I Don't Believe In This Santa Rally
Wall Street Journal 12/29/2010
As Euphoria Abounds, Some Warning Signs
Wall Street Journal 12/31/2010
The American economy: Proceed with caution
Economist 01/01/2011
Steven Pearlstein - When it comes to investing, Facebook is not for the masses
Washington Post 01/04/2011
Risks of another hit from losses on home equity loans to bank balance sheets in latter part of 2010. The situation with local and state governments in the USA cutting back significantly. The situation in Europe and an overheating Chinese economy.
Grouped Articles
The Home-Equity Hurt Ahead for Banks
BusinessWeek 04/14/2010
Beware a Bernanke-Fueled Market Bubble
BusinessWeek 05/13/2010
Don't Rule Out a Double Dip Recession
Wall Street Journal 05/24/2010
Wall Street Journal 05/22/2010
Real Disposable Income: Bad News for Democrats?
BusinessWeek 06/03/2010
Wall Street Journal 06/12/2010
Farzad of BW says economic fundamentals don't justify the rally so it could fizzle out at any time in 2010 or 2011.
Grouped Articles
Number of the Week: Volatile August for Stocks
Wall Street Journal 09/03/2011
Wall Street's Clearance Sale Leaves Few Bargains
Wall Street Journal 06/06/2009
Behind the Great Stock Rally of 2009
BusinessWeek 11/24/2009
Beware the Crisis around the corner
Financial Times 01/04/2010
New York Times 01/04/2010
U.S. Data Offer an Uncertain Compass
Wall Street Journal 01/04/2010
Jason Zweig, who edited the recent publication of Benjamin Graham's classic book on investing, "The Intelligent Investor," and other experts, on the widespread public misinformation and misperceptions about stock market rallies. There is no getting around the common sense understanding that if things go up fast they will go down just as fast.
Grouped Articles
The Best Financial Advice I Ever Got (or Gave)
Wall Street Journal 12/28/2013
Ten Stocks to Own During a Market Correction
Wall Street Journal 02/08/2014
Wall Street Journal 04/19/2014
Are Stock Prices Headed for a Fall?
Wall Street Journal 08/28/2014
Test Your Smarts on Apple, Yellen, India
Wall Street Journal 01/07/2015
Advice After Stock Market Drop: Take Some Deep Breaths, and Don’t Do a Thing
New York Times 08/21/2015
With quantitative easing (QE), the Fed creating money to buy Treasury bonds at a fast pace, and with inflation "exceptionally low" in the Fed's words, there is considerable liquidity to support the surge in stocks. But this could change quickly. Investors would benefit from caution.
Grouped Articles
Wall Street Journal 05/08/2013
Wall Street Journal 05/11/2013
Stockmarkets: Don’t worry, be happy
Economist 05/27/2013
Wall Street Journal 05/29/2013
Wall Street Journal 11/17/2013
An About-Face for the Stock Market’s 5-Year Return
New York Times 02/15/2014
Housing, hiring, the strength of the stimulus and capital spending will determine what 2010-2012 looks like for the U.S. economy.
Grouped Articles
Michelin Issues Cautious Outlook
Wall Street Journal 10/01/2009
2010 Looks 'Highly Uncertain,' Zoellick Says
Wall Street Journal 10/02/2009
Economist 10/01/2009
Economist 10/01/2009
Economist 10/01/2009
Hiring, Business Investment and Other Big Variables That Will Drive 2010 Economy
Wall Street Journal 12/28/2009
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