Earnings forecasts are nonsense, says John Stepek. The data can be made to say whatever an analyst wants you to hear.
Articles written by John Stepek
Soaring house prices can’t keep rocketing forever, says John Stepek. It could soon be time to take cover.
After years of the US pretending to have a strong dollar policy, Donald Trump is now talking the greenback down. John Stepek explains how you can cash in.
The growth in house prices is slowing. That could be temporary. But there are two big vulnerabilities in the housing market that point to a significant slowdown, says John Stepek.
The decision to buy a tracker fund is anything but passive, says John Stepek. Here are the key questions to ask before investing.
One of the world’s top bubble-spotters doesn’t see in US stocks any signs of the euphoria that traditionally attends a bubble.
There’s remarkably little volatility in the markets. That’s worrying, says John Stepek. Investors are far too complacent for comfort.
In 1996, there were more than 7,300 companies listed on the US stockmarket. John Stepek asks why today there are fewer than 3,700.
Whatever your feelings on populism, as an investor, it’s vital you understand what’s behind it, says John Stepek. US asset manager GMO offers us some clues.
That bonds are so overvalued spells trouble for investors, says John Stepek. But thanks to the passive investing hype, that trouble could be about to turn into a disaster.