Gluskin Sheff
| 3:25PM 1/05/2011
ADP excludes government jobs. It's also notoriously volatile and has a history of big misses in forecasting the official Labor Department payroll report. But perhaps most important is that it just doesn't jibe with other recent data points -- or the recovery's pace.
| 5:30PM 12/08/2010
Stocks closed a bit higher after flitting around breakeven on light trading for much of the day. Financials outperformed, while commodities suffered. Treasury bond yields hit their highest intraday level since June. End-of-year strangeness?
| 6:30AM 11/29/2010
Given all that transpired globally over the Thanksgiving weekend, the idea of holding risky assets like stocks should give investors heartburn. Perhaps a strong Black Friday weekend and holiday selling season will draw traders' gazes, but that's no sure shot.
| 6:00AM 11/25/2010
As the market takes a time out for Thanksgiving, we thought it would be a good time to reflect upon some recent good fortune. From corporate earnings to weekly jobless claims, here are six things investors should be thankful for this holiday season.
| 12:40PM 8/26/2010
Not only did new-home sales plunge to a record low in July, the McMansion market saw no activity whatsoever -- for the second month in a row. An economist says the high-end market "is becoming nonexistent."
| 4:11PM 8/18/2010
If you're wondering how corporations can be enjoying a sharp rebound in profits even as the U.S. economic recovery remains so weak, David Rosenberg of Gluskin Sheff has your answer: They won't be enjoying it for much longer.
| 2:10PM 7/26/2010
An economic indicator with a perfect 40-year history of predicting recessions just signaled that a double-dip is coming for sure: On Friday, the Economic Cycle Research Institute's Weekly Leading Index growth rate broke below -10%.
| 6:45PM 12/04/2009
So much for the Dow's 2009 high. How good news about jobs became bad news for stocks
| 3:00PM 11/02/2009
Just when you thought it was safe to wade back into the equity waters, the surf looks to be getting choppy again.
The market rally really hit a wall in October, with the S&P 500 ($SPX) losing two percent on the month. True, securities never move in a straight line and consolidation and...