by Russ Koesterich, Portfolio Manager, Blackrock Stocks are expensive by most measures. Russ discusses why the bond market can impact whether that can be sustained. One of the ...Read more Comments Off on The surprising way the bond market matters for stocks
by Liz Ann Sonders, Brad Sorensen, Jeffrey Kleintop, Charles Schwab and Company Key Points The bull market continues to be undisturbed by myriad actual or potential negative events ...Read more Comments Off on Incredible, Amazing…Unstop-a-bull?
An optimistic outlook for European stocks by Richard Nield, Senior Portfolio Manager, Invesco Ltd., Invesco Canada Viewed through our Earnings, Quality and Valuation (EQV) lens, the Invesco International and ...Read more Comments Off on An optimistic outlook for European stocks
GMO Asset Allocation Insights | Oct 2017 by Anna Chetoukhina and Rick Friedman, GMO LLC Introduction A small group of technology stocks have recently delivered stellar returns. Facebook, ...Read more Comments Off on FAANG SCHMAANG: Don’t Blame the Over-valuation of the S&P Solely on Information Technology
by Ryan Detrick, LPL Research President Trump is reportedly set to announce his selection for the next Chair of the Board of Governors of the Federal Reserve (Fed) ...Read more Comments Off on What Will Stocks Do Under a New Fed Chair?
by Ryan Detrick, LPL Research So much for “sell in May and go away.” The S&P 500 Index has gained more than 6% during the historically worst six ...Read more Comments Off on The Best Six Months of the Year Could Get Even Better
by Liz Ann Sonders, Brad Sorensen, Jeffrey Kleintop, Charles Schwab & Company Key Points Along with new records being set by stocks, investor sentiment measures are showing widespread ...Read more Comments Off on Market Perspective: Stocks Aren't So Spooky
by Steve Blumenthal, CMG Wealth Management “You have to bet against the consensus and be right to be successful in the markets.” – Ray Dalio, Founder, Bridgewater Associates, LP ...Read more Comments Off on On My Radar: Upside Down?
by Jesse Felder, The Felder Report Many people and pundits, including none other than Warren Buffett, continue to insist that stocks look fairly priced relative to interest rates. ...Read more Comments Off on By Buffett's Own Methods, Stocks are Not At All 'Fairly Priced Relative to Interest Rates'