Author Archive
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Dec 22, 2023While the overall market is near fair value, there are pockets of opportunity. -
Aug 29, 2023These stocks have led the latest gains for the value side of the market. -
Aug 8, 2023Income-focused strategies have missed out on the year’s rally, but dividends still look promising. -
Jul 18, 2023An overly concentrated market is a sign investors are uncertain about the economy. -
Jul 7, 2023A look back at the market’s second-quarter performance as investors wrestled with a changing outlook for the Fed. -
Jun 12, 2023We may be entering a new bull market, but nearly all of 2023′s returns are from the largest stocks, including Apple, Microsoft, and Nvidia. -
Jun 6, 2023Attractive valuations and China reopening could lead long-lagging emerging stocks to outperform. -
Apr 4, 2023Big swings in expectations around Fed policy dominated stock and bond market returns. -
Feb 4, 2023With no signs of weakness in hiring, expectations for a friendly Fed get pushed back again. -
Jan 26, 2023Inflation holds the key, but over time, the approach still looks sound. -
Jan 6, 2023Fed seen able to further slow rate increases in February. -
Jan 4, 2023We look back at a brutal year in stocks, bonds, and crypto.
