We like value’s prospects over the next five years and our portfolio in particular.
The market correction has created opportunities to invest in individual companies with long-term double-digit return prospects and the U.S. economic landscape is still strong in all the right places.
The Chair did an excellent job clarifying the Fed’s policy position.
Breakeven analysis leads to better decision-making.
If you were trying to create a favorable environment for economic growth and positive stock returns, today’s condition would be a fairly good effort.
Every time the market falls 3% or 4%, investors start to act like we’re staring at an oncoming locomotive.
Perhaps the third time is the charm and we’re in a secular bull market. Math and logic argue otherwise.