With the bottom appearing to be in, there's nowhere to go but up.
In times of crisis, human capital and stewardship matter even more.
The pandemic is exposing opportunities and the benefits of active management.
And that should be good for the liquidity markets.
Any new stimulus must only target economic recovery.
Company fundamentals far more important now than macro analysis.
Much is to be determined, but e-commerce facilities, RV parks and suburbs are well positioned.
The Fed has made it very clear it isn't interested.
Volatility comes and goes, but in the end, it’s about doing your homework.
But there is a sharp dividing line between the winners and losers.
The virus and unemployment rate will dictate consumer behavior. Plus human nature.
Being in the right stocks starting to matter more than being in stocks.
The news is dismal, but stocks appear to be looking past it to a potential rebound in the year's second half.
As troubling data pours forth, the pain trade is to the upside.
Data over the next few weeks and months will be ugly, but better times lie ahead.
Companies that continuously innovate should continue to lead.
A torrent of events in 2020’s first quarter rattled the global economy and markets. What’s the outlook for investors for the rest of the year? Join Phil Orlando, R.J. Gallo and Linda Duessel as they share insights.
That the Fed has been adjusting its policy action is impressive and important.
GDP fell 4.8% in the first quarter, but expect economic growth by the third.
The FOMC statement reiterated it will not hold anything back to aid the economy.
Suffering states aren't seeking this option and, under current law, can't anyway.
As Linda settles in at home, she ponders if we're getting ahead of ourselves.
With market likely stuck in trading range, finding winners & losers becomes key.
Expecting challenging fundamental news in coming weeks, we pared our allocation to equities.
A pullback is not unusual after a strong rally.
We see through this technical recession to a sharp recovery in the second half of 2020 and beyond.
As bad as it may seem, history suggests better days and opportunities lie ahead.
New OPEC and Russia reductions should raise prices, but demand must rise to stabilize the market.
Unprecedented stimulus is putting some investors' minds at ease.
And returns to secular bull uptrend as investors see light at end of tunnel.
We're in somewhat of a holding pattern as we await clarity ... and opportunity
As she adjusts to working from home, Linda wonders what happens when all the bills come due.
The disastrous March jobs report didn't even factor in the terrible last two weeks.
Unprecedented Fed and government support helps restore semblance of normalcy amid crisis.
With the Fed as a partner, the cash markets overcame stress in March.
With so much still unknown, it seems too early to call a market bottom.
Policymakers keep coming up with more ways to support markets and economy.
Bottoming process continues.
Social distancing certainly seems necessary but it comes at a steep near-term price.
Primary dealers and the short end of the commercial paper market are the latest to get support.
The Federal Reserve slashed rates to near zero Sunday evening.
Coronavirus and possible Sanders victory are washing out the "weak hands."
The Fed must decide, on its own, if the coronavirus outbreak qualifies as such.
The week started just fine in North Carolina...then I came back late Thursday.
The real upside, Steve Auth says, could come post-election.
Measured from October to January, holiday retail sales impressed.
What industry money managers are thinking about stocks and the economy as a new year gets underway.
With no change in rates, technical adjustments the only news from the Fed today.
From TOMO to POMO and a lower fed funds target range, it’s taking measures to keep the markets on a steady keel.
Will the quarter-point reduction be the last one this year?