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Brad McMillan

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2016 Outlook: Three Important Issues

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The three most important issues for next year are the U.S. consumer, Chinese growth and energy prices.

Earnings Vs. Revenue: What To Look For This Earnings Season

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The current assumption among analysts is that we will have an “earnings recession.” Presumably, it would be bad for the market, right? Not so fast.

The Failure Of Politics

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Without some type of Republican internal agreement on at least whom to elect as speaker, it’s hard to see any resolution to the debt ceiling debate.

Another Day, Another Stock Market Drop. So What?

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Monday's stock market decline surprisingly generated little concern among investors, which is in some respects a good thing.

Welcome Back To Politics And Some Familiar Threats To The Economy

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With the presidential nomination races heating up and another debt-ceiling battle looming, the political threats to the economy are more worrisome than the economic threats.

China And The U.S. Stock Market

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For institutional investors, China’s situation brings back old memories—specifically, the Asian financial crisis of 1997–1998.

Bubble Trouble: An Update On Market Valuations

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Future strong market returns now require valuations to move above 2007 levels and closer to the levels of 2000.

Investing In Gold: Don’t Rule It Out

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Is gold's bad rap justified?

Thinking Ahead: The Next Major War

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One potential issue on my radar lately is what the next major war might be--and my eye is on Europe and Asia.

China's Stock Market Decline: What It Means For The U.S.

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China’s faltering stock market presents real risks, but at this point, we don’t know whether it will turn out to be a problem at all, much less a severe one.

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