No diversification needed: The 10-year total return stocks minus bonds is near the highest in history.

Rerun generation, Gen X, seems obsessed with finding parallels between today's market and past cycles, Mike Santoli writes.

The AI narrative has flipped to a focus on the risk with the tech unpopular with the public and projections of order backlogs beyond a few quarters now suspect.

The winds have shifted back in favor of AI consumption plays over AI construction proxies.

Nick Colas, DataTrek co-founder, joins 'Closing Bell Overtime' to talk what is ahead for the Federal Reserve as the market prices in a coin flip on rate moves.

Investors should be on high alert because various key market metrics are coiling near consequential thresholds.

The textbooks say the cycle high in real yields should act as a restraint on economic growth and equity valuations.

YouTube video by The Compound

YouTube video by The Compound

The S&P 500 is up more than 6% in 12 trading days to record levels.

The stock market's winning history – a hit rate of 100% over any past 20-year span - is well understood. But investors recognize – or need to – the genuine hazard in equities.

Fed Chairman Kevin Warsh and many of his devotees have argued that some short-term price pain can be tolerated in anticipation of AI eventually suppressing inflation.

The mantra heading into second-quarter results is that another display of stupendous growth of 24% over a year earlier makes equities appear quite reasonably priced.

Rarely has so much attention been placed on the mechanical impact of index inclusion, policy-driven investment flows and options-hedging impact.

For the past few weeks, the stock market has been attempting to rediscover some equilibrium after a stretch of semiconductor dominance, a breakdown in Mag7 stalwarts and more recently rotation toward ...

Mike Santoli addresses the big questions facing the stock market right now.

The World According to Boyar · Episode

The World According to Boyar · Episode

The market’s extraordinary run to new highs over the past two months has been carried by an array of upbeat fundamental factors and favorable macro conditions.