Stock Market Investing

Where to Invest: IT Spending Boosts GDP

Consumer spending might be weak, but US corporations are investing in information technology.

Leading Economic Indicators

The market is reading way too much into some moderation in US economic data--the indicators are far from signaling recession. This major market overreaction sets us up for an important buying opportunity over the next few months.

Recession Proof Your Portfolio

Although I remain relatively bullish on the economy and markets, I also recommend taking steps to recession proof your investment portfolio.

No Double-Dip Recession

A dispassionate analysis of the data doesn’t support the conclusion that the world is headed for a double-dip recession, nor does it back up the idea that the EU’s newfound fiscal responsibility will doom the global economy. Rather, the data suggests that we’re in for a slow, grinding recovery.

Video: Roger Conrad on Where to Put Your Money

Investors need to take a step back from the short term market volatility and look at the bigger picture.

A Typical Summer Market

With the S&P 500 near the low end of its trading range, a move to the top of that range could be in the offing.

An Economic Compass

Don’t confuse long-term risks with cyclical trends; the recent pullback is a correction, not a new bear market.

Coming down from a Sugar High

Should individual investors be sweet on Brazil’s sugar industry?

The Makings of a Summer Rally

As credit markets begin to stabilize this summer and economic data remains broadly positive, I see the potential for a meaningful summer rally.

Jobs and the Economy

The most recent jobs report was disappointing because it comes on the heels of two strong releases. But as prior cycles have demonstrated, employment reports can be volatile on a month-to-month basis. Jobs creation is never smooth in the wake of the recession.

Buy Strength When the Stock Market Dips

My basic rule is simple: When the market corrects, look to buy groups that are showing relative strength.

Think 2004, Not 2008

Markets most likely will remain calm this summer while fiscally irresponsible European governments pass austerity packages. It will also take time for investors to gain confidence that the Greek credit contagion hasn’t derailed the global recovery. The markets likely will trade sideways before rallying to new highs by year-end.

Energizing Local Economies

Although large investment banks have profited enormously from commodities trading over the years, community banks in areas with strong ties to the oil and gas industries usually benefit from robust local economies.

The Mistake of Selling Too Early

Don’t panic during market corrections; they are a normal and a healthy part of every market advance.

Interesting Times

There’s an ancient Chinese curse, “May you live in interesting times.” Between Greek's sovereign debt crisis, yesterday's unprecedented selloff in the stock market and the oil spill in the Gulf of Mexico, it's clear we live in interesting times.

More Upside for the US Economy and Stock Market

The US and most developed economies face long-term headwinds such as excessive debt and deteriorating public finances, but none of these challenges preclude a cyclical recovery for the economy and another leg higher for the broader markets.

The Bank of Canada: What Condition Its Condition Is In

The Bank of Canada, responding to signs of rising inflation and the Great White North's rapid rebound, is likely to raise its benchmark interest rate in June. “Emerging Canada” is all about commodities, Asia and a strong balance sheet.

Apple of the Eye

Few companies ever achieve Apple’s (NasdaqGS: AAPL) profitability and success, but corporations have by far the cleanest balance sheets of any major sector of the US economy. Like Apple, many of the biggest firms have been paying down debt and building up solid cash positions.

This Week's Emerging Technology Newsmakers

We run down the week in emerging technology from unmanned vehicles to solar power.

Web Wars

A federal court has temporarily halted at least one advance by the forces of government control, ruling the FCC doesn't have the authority to regulate broadband service. What's next?