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Larry Berman: Full employment good for earnings until it's not

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Wall Street has a few rules of thumb that rarely pay to bet against. I’m the worst violator of this adage. Given my focus on valuation, I struggle when markets get expensive. But it rarely pays to bet against the U.S. consumer.

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Larry Berman: Market breadth improving – not bullish, but not badLooking at market breadth can often provide insight into whether or not a market trend can continue.
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Larry Berman: Market sentiment and the jinx of magazine coversWhen the popular media news features a major event on the cover, something else will likely happen, and it’s often seen as reporting the news after the event has already happened.
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