There's a negative feedback loop between stocks and oil Outlook Strategies The ties that bind stocks and oil
The US outlook will turn on credit and rates, not China drama Outlook Strategies Forget China. Focus on Fed and bonds
A relief rally may follow Fed action on rates in mid-December Outlook Strategies Will Santa be kind to investors post-rate hike?
The stock market rally has more legs than you think. Strategies The bull market in stocks is far from over
Ultimately I believe that solutions will be found, compromises made, and the animal spirits of capitalism will overcome governmental ineffectiveness. Strategies Uncertainty ahead, but here’s reason for optimism
Seeing particular opportunity in the energy space and Brazil. Archive Commodities demand should stay high
The uncertainty of resolution on many fronts has meant that as investors, we’re waiting for something to give. Strategies Sitting here in limbo