Stocks in Europe have been on a winning streak since Oct. 26.

There are signs fundamental active managers are learning to coexist with the enemy by doing as they do: holding on at all costs.

“A lot of hedges have disappointed, so people are looking for something different.”

Capital expenditures are an important driver of earnings, as equipment is an input for some companies and an output for many others.

Third-quarter profits and revenues rose faster than expected, and the economy is performing better than forecast.

All stocks across the globe are valued at $89.9 trillion. U.S. shares make up only 31.6 percent of that total.

Stocks are hot in the U.S. and investors are waiting patiently on European bonds.

The bottom line? Tax rates are still going to be at levels that create a meaningful drag on investment returns.

Sustainable investments are not a drag on performance, RMB Capital acquires Jacobus Wealth Management and Americans are happy with their finances.

Look beyond the “fear gauge.”