5 minute read
With earnings and economic news not as bad as feared, markets can grind higher into year-end.
9 minute read
Though it is also very dark in the middle of the night.
8 minute read
As markets stumble forward into earnings, winners and losers likely to emerge.
Being defensive in credit may mean a little pain for a bigger potential gain.
4 minute read
Equity markets have popped this year—but not for everyone.
With Growth a crowded and expensive trade, might Value offer better value?
6 minute read
Maintaining cautiously optimistic stance as macro concerns fade.
2 minute read
Contrarian approaches may offer a missing piece to investor portfolios.
7 minute read
Upgrading year-end S&P target to 5,000 as rocky landing scenario nears end.
Recession odds have fallen.
Defensive positioning didn’t hurt the first half. In the second half, it may help.
The bump in April retail sales belies a deceleration of consumer spending.
Bulls looking past the crosscurrents … for now.
Opportunities can be found in small-cap markets.