Richard Bernstein

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Unicorns Exist Only When Money Is Free

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Rational investing might kill the unicorns.

Cryptocurrencies: It’s Just Candy Crush

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Cryptocurrencies are merely the winning bounty of online games.

Fundamentals, Fundamentals, Fundamentals

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An old adage on Wall Street is that one should never take investment advice from Washington, D.C.

Pactive Investing

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Passive investments are not a panacea for poor active management.

2017—Inflation Returns

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Secular global stagnation and deflation probably ended last February.

'New Normal': Not New. Just Normal.

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It is surprising that low-return rhetoric continues despite that a seven-year bull market.

Charts For The Beach—2016

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The precipitous fall in the British pound could help the earnings of U.K. multinational companies.

Rabidly Risk Averse

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Investors are not rabid for capital appreciation as they were in 1999.

Earnings-Driven Bull Markets

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The next leg of the bull market could be an earnings-driven phase.

This Time Isn’t Different

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The profits cycle seems to be forming a trough and the Fed may be more cautious about raising rates than investors expect.

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