Oakmark Fund Investor Class (OAKMX)

In the summer meetings with clients, where performance is reviewed and an advisor gets some good one-on-one time with clients, this summer and really the January ’25 meetings too, much of the...

Following the release of our article The High Beta Melt Up- Echoes of 1999, we received a few emails complaining that we left our readers hanging. They wanted to know how investors could have shifted...

The E-mini S&P 500 futures have entered a critical stretch where price, time, and cycle analysis converge into a tight decision window.  From a price perspective, the bullish continuation path is...

Dividend stocks appeal to investors because they deliver consistent income, regardless of market volatility. These companies tend to be financially healthy - after all, only profitable businesses can...

While the market steadily rose throughout June and July, corporate insiders were growing less enthusiastic about the stock market. Less than a third of S&P 500 companies saw insiders purchase...

The S&P 500 closed higher, propelled mainly by Apple (NASDAQ:AAPL), while the equal-weight index ended the day essentially unchanged, highlighting the lone standout in an otherwise uneventful...

There have been mixed messages on the consumer front from both economic gauges and Q2 earnings reports The major retailers begin reporting in three weeks, during what will be an active stretch...

Valuation concerns and soft US data may cap upside for S&P 500 in near term. August–September seasonality trends historically point to weaker performance for US equities. Markets need fresh...

With a week as jam-packed with economic data, earnings, and events as last week, it’s no surprise it ended with a bout of volatility. Stocks broadly treaded water for most of the week as market...