Omnicom Group

The classic S&P 500 index-inclusion pop has faded, but a smaller, structural edge remains. Here's how to identify the setups where it still pays.

Most coverage of the Fed treats rates as the story. For stock pickers, the dot plot and statement language are inputs into earnings models. Here's how to use them.

Election-year market patterns get repeated every four years. Here's how to separate the durable statistical signals from the just-so stories investors tell themselves.

Real yields move equity multiples, but with a lag and unevenly across sectors. Here's a framework for tracking the linkage and spotting which names get hit first.

A practical framework for deciding when a margin-expansion story beats a revenue-growth story — and the conditions under which the opposite holds.

A practical framework for reading the monthly nonfarm payrolls report as an equity investor — which lines move stocks, which are noise, and how to position around it.