February's retail sales report showed that despite the payroll tax and higher gas prices, the consumer appears to be resilient right now, says Morningstar's Bob Johnson.
The GMO chief strategist highlights the factors behind the market's bullish bias, abnormally high corporate earnings, current valuation levels, a slowdown in productivity, and the great paradigm shift in natural resources.
Morningstar's Christine Benz highlights situations that call for ratcheting your equity exposure up or down.
What does the Amazon Kindle Fire's debut mean for the tablet business?
After several strong years of U.S. and Canadian machinery purchases, growth rates look to slow.
Near-term cyclical pressures and investments are weighing on margins.
Basic materials companies are in a period of very mixed near-term outlook in terms of end-market demand.
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