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HOME > Our View >The Big Picture
The Big Picture
Analysis of major issues impacting the financial markets.
21-Feb-12 09:57 ET

This Is a Market of Stocks, Not a Bubble

Stock market indices are not a collective vote on global economic and political conditions. They are summations of...
13-Feb-12 10:47 ET

Financial Stocks Rally with Renewed Loan Growth

Financial stocks have rallied significantly since November. A perceived reduction in risk in this sector has...
06-Feb-12 10:13 ET

January Economic Data Providing Support

Recent economic data have been strong. The strong data have helped alleviate concerns that European problems will...
30-Jan-12 09:24 ET

Earnings Momentum Slows

Fourth quarter earnings reports indicate that the underlying trend in earnings growth is slowing. Concern about...
23-Jan-12 09:08 ET

Political Reality Check

The impact of the South Carolina primary results are being blown way out of proportion by the media's need for...
The Big Picture PREVIOUS ARTICLES
Date Article Title
17-Jan-12

Fundamental Matters -- Earnings and Europe

09-Jan-12

The 17% Stock Return of 2011

03-Jan-12

The Bullish Alternative

19-Dec-11

Top Five Pet Peeves

05-Dec-11

Opportunity of a Lifetime

21-Nov-11

Seeing the Bull for the Bears

07-Nov-11

Dealing with Volatility

24-Oct-11

The Other Side of "Sell in May"

10-Oct-11

Employment Data in Context

26-Sep-11

Overlooked Good News

12-Sep-11

Value in Dividend Plays

29-Aug-11

Plenty of Room for Earnings Estimates to Come Down

15-Aug-11

Fear and Other Pathologies

01-Aug-11

Plenty of Sound and Fury in This Tragedy

15-Jul-11

A Debt Limit Showdown

05-Jul-11

Strength in Weakness

20-Jun-11

A Familiar Ring

06-Jun-11

Long-Term Investment Themes

23-May-11

Ignore the Noise

09-May-11

Taking Stock of Market Drivers

25-Apr-11

Bring on the Jobs

11-Apr-11

First Quarter Earnings Will be Good Enough

28-Mar-11

This Is a Crazy Market

14-Mar-11

A Little Bit of History -- Repeating?

28-Feb-11

The Long-Term Case for Stocks

Premium Content Only
14-Feb-11

A Real Interesting Point

Premium Content Only
31-Jan-11

A Central Bank Divide

Premium Content Only
18-Jan-11

Change on the Margin

Premium Content Only
29-Dec-10

A Stock Market Supported by Fundamentals

Premium Content Only
20-Dec-10

A Room with a Treasury Market View

Premium Content Only
06-Dec-10

The Earnings Slowdown That Isn't So Slow

Premium Content Only
22-Nov-10

Holiday Sales 2010

Premium Content Only
08-Nov-10

Risks and Relative Value Remain

Premium Content Only
25-Oct-10

Staying in the U.S. to Invest Abroad

Premium Content Only
11-Oct-10

Q3 Earnings Preview

Premium Content Only
27-Sep-10

Mind the Earnings Yield Gap

Premium Content Only
13-Sep-10

A Valuation Chart Book

Premium Content Only
30-Aug-10

A Look at Dividend-Paying Companies in the Dow

Premium Content Only
16-Aug-10

The Fed Feeds the Uncertainty

Premium Content Only
09-Aug-10

Playing the Risk Trade

Premium Content Only
02-Aug-10

The Earnings Temperature Is Rising

Premium Content Only
26-Jul-10

An Alternative Risk to Respect

Premium Content Only
19-Jul-10

An Earnings Season Drama

Premium Content Only
12-Jul-10

Q2 Earnings Season

Premium Content Only
06-Jul-10

Signs, Signs, Everywhere There's Signs

Premium Content Only
21-Jun-10

A Course of (In)Action for the FOMC

Premium Content Only
14-Jun-10

Economic Reality Check

Premium Content Only
01-Jun-10

Stocks Are Incredibly Cheap, Except for the Risk

Premium Content Only
24-May-10

A Port in the Storm

Premium Content Only
17-May-10

Inflation

Premium Content Only
10-May-10

The High Price of Mismanagement

Premium Content Only
30-Apr-10

A Shanghai Surprise in the Making?

Premium Content Only
26-Apr-10

A Look at Q1 Earnings

Premium Content Only
19-Apr-10

An Abnormal Return to Normal

Premium Content Only
12-Apr-10

Respect for Dividends

Premium Content Only
29-Mar-10

Bridge Building

Premium Content Only
22-Mar-10

Living in the Moment

Premium Content Only
08-Mar-10

Longing for Yesterday

Premium Content Only
01-Mar-10

Looking Around the Corner

Premium Content Only
22-Feb-10

A Mixed-Up Market

 
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