Some Final Words on the Market Outlook
​Bullish outlook for equities hinges on orderly resolution of war, we recommend barbell portfolio strategy and increased allocation to commodities...
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A Time for Caution
​Global stock prices are weakening, while conflicting signals from stock market internals and the bond market suggest caution in asset allocation....
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A V- Or W-Shaped Rebound?
​Equity market oversold, poised for rally triggered by Trump's military comments. Uncertain if rebound will be V- or W-shaped. Investors advised to...
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Explaining the Resilient S&P 500
​Cyclical stocks have fallen, but heavily weighted large-cap growth leads S&P 500; rotation to U.S. stocks for safe-haven status; war duration will...
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Important Questions for Both Bulls and Bears
The fog of war makes it impossible to discern an intermediate trend for stock prices. Tactically, the markets are sufficiently stretched to the...
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