The crucial home building sector remains mired in torpor. But jobs data gets better and better. The reason is credit.
The earnings were great, sure. But the real tell is the social network is now a data powerhouse and a branding platform
Netflix is spending money again and vexing bears again, too. But we have seen this movie before, and it ends with the stock rising sharply.
Medical-records company Athenahealth is now up 26% since its lows after David Einhorn's disclosed his short position. The P/E ratio is lofty, no doubt, but the trend is Athena's friend.
Litigation expenses dominate today's headlines. But the bad part is torpid growth in loans.
Home building stocks have lagged the improving economic data this year. But as it becomes more clear that the recovery is real, they'll heat up.
The 0.2% jump in June sales is well below forecasts. But oddities abound, including reported declines in auto sales and gasoline buying. Look for revisions next month.
Despite the beginnings of inflation fears, the central bank says super-low rates are the key reason the economy is getting better. It likes low rates, and will keep them.
The former president's cousin says freer markets can cut health care costs and create great companies. The core of the Bush prescription is radically more competition in health care.
It's coming -- soon. Maybe even before the election.