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Capital Gains Taxes and S&P 500 Returns: Complete Strangers for Over 60 Years

They’re very different Presidents, but what Joe Biden and Donald Trump have in common is their drive to make America’s...

Surging Spending on Big-Ticket Items, What Does It Mean for Inflation?

They’re very different Presidents, but what Joe Biden and Donald Trump have in common is their drive to make America’s...

Inflation Fixation, Bubble Trouble

They’re very different Presidents, but what Joe Biden and Donald Trump have in common is their drive to make America’s...

Biden, Trump Agree: Make America’s Growth Great Again

They’re very different Presidents, but what Joe Biden and Donald Trump have in common is their drive to make America’s...

Fed’s Powell Battles Wall Street’s Bond Bears

Federal Reserve chairman Jay Powell’s speaking engagement on March 4 is, in Horizon’s view, critical for the central bank’s messaging...

Emerging Markets Are Surging – And Evolving

Investors who are globally diversified may be seeing that pay off at the start of 2021. Emerging market (EM) stocks...

Disappearing Junk Bond Yields

Here’s another knock against putting all of your retirement-income eggs in the bond market basket. This week is ushering in...

High & Mighty Stocks; Feeling Inflationary?; Game Stopped

A record high for stocks...again. Earnings get much of the credit for the latest move. More than half of the...

The Stock Market Is Strange, But Not Broken

Our research shows the GameStop controversy is localized in stocks. This has been a strange week. Never before has social...

Head-Spinning Stock Market to Start the Week

Just when you thought mega-cap tech stocks were forcefully back in charge and the small-cap stocks’ rally was cooling, the...

Buy the Rumor, Sell the Fact Trips Up Markets

What’s not to like about this list? Trillions more in stimulus, vaccines allowing a back-to-normal economy and a lowering of...

In Current Markets, Only Two Words Matter: Stimulus Spending

Stimulus spending is the theme that continues to defeat every other piece of news. Neither surging virus cases nor political...

Out Over Their Skis, Investors Get Hit by Mutating Virus

Stock market bears get a shot in the arm. A new virus strain is the bad-news catalyst sinking stocks worldwide....

PIIGS Fly and Other Stories of Investors Reaching for Risky Bets

Small-cap stocks and other beaten down segments are putting up good performance stats versus the benchmark indexes. The Russell 2000...

Record High S&P 500 Ignites Unhealthy Retail Investor Interest

Positioning in U.S. stocks is flashing a short-term warning sign as the market hits record highs and shrugs off rising...

Stock Market’s Solid November Kicks Off Best Time of Year

It’s a great time to be a stock market bull! A whole year’s worth of returns are being compressed into...
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