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  • Jeff Sommer

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For 3 Years, the Bull Market Defied Inflation, Tariffs and Gravity

Born during the Biden administration, the market’s bull run almost ended in April, but stocks got a second wind with the artificial intelligence boom.

Nasty News? Forget About It. The Markets Say All Is Well.

The third quarter was fabulous for investors, and market signals are upbeat. It’s as though all were calm in the world.

It’s a Bad Time to Cut the Information Coming From Corporate America

President Trump wants the S.E.C. to reduce the frequency of corporate earnings reports. Our columnist says it’s a reasonable experiment, but at a dangerous time.

For Investors, Government Shutdowns Haven’t Mattered. Is This Time Different?

Shutdowns have long been immaterial for the stock and bond markets, but there’s a risk now that a political confrontation could derail the economy.

A New Rate-Cut Cycle Could Be Fuel on the Stock Market Fire

But with the market already booming and the Federal Reserve under presidential pressure, a new cycle of lower rates could pour fuel onto a fire,…

Believe in A.I.? Buy Beaten-Down Value Stocks.

If artificial intelligence is really revolutionary, its benefits will spread to mundane companies and spawn new fields, Vanguard’s global chief economist says.

Americans’ Most Valuable Asset Isn’t Stocks or a Home. It’s Social Security.

For the vast majority of people, the stream of promised retirement checks is worth more than anything else, our columnist says.

How Long Can This Uncanny Stock Market Prosper?

The U.S. market is top-heavy, with Nvidia occupying a bigger weight than any company in modern history. Risks abound, our columnist says.

Why Hands-Off Investing Pays Off

Put money into low-cost stock and bond funds, but don’t forget the rest of the recipe: Leave your investments alone.

What if You Can’t Believe the Official Numbers?

By besmirching the integrity of government statistics, President Trump is endangering an underappreciated treasure, our columnist says.