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  1. Dark Clouds for the Economy?

    Morningstar's Bob Johnson gives his take on recent disappointing retail and housing data, as well as higher gasoline prices and Fed stimulus worries.

  2. Headwinds and Tailwinds for Consumer Spending

    Several opposing factors were at play in January's retail sales report, but a broader view suggests consumers are still hanging in there, says Morningstar's Bob Johnson.

  3. Bootle: Long Haul to Recovery for Developed World

    Interest rates may continue at low levels for quite awhile with deflation being a live risk, says Roger Bootle, author and managing director of Capital Economics.

  4. Why Europe Is the Investment Opportunity of a Generation

    The weak European economy is allowing firms to unlock extra value via restructurings and spin-offs, but it's better to invest while firms are still cheap conglomerates, says Evermore's David Marcus.

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