Here's how the Brexit vote will impact your portfolio
There's a negative feedback loop between stocks and oil
The US outlook will turn on credit and rates, not China drama
A relief rally may follow Fed action on rates in mid-December
The stock market rally has more legs than you think.
Ultimately I believe that solutions will be found, compromises made, and the animal spirits of capitalism will overcome governmental ineffectiveness.
Seeing particular opportunity in the energy space and Brazil.
The uncertainty of resolution on many fronts has meant that as investors, we’re waiting for something to give.