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A Different Story on Retail Sales

December's decline had many worried, but adjusting for monthly noise and inflation paints a brighter picture.

Will Housing Heat Up in 2015?

December's housing data showed improvement, but the widening price gap between new and existing homes remains a concern, says Morningstar's Bob Johnson.

3 Themes We're Watching in Tech

Rather than chase the next highfliers, we gravitate toward tech companies with moats and exposure to growth areas such as social, mobile, and the cloud.

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