The NCAA Men’s College Basketball Final Four is set. In that spirit, we share our own Final Four for the stock market this year: China, earnings, the Federal Reserve (Fed), and oil.
Forecasts for European corporate earnings have become increasingly
The bull market turns seven. During that seven-year period,
the S&P 500 nearly tripled, gaining 194% in price and producing a total return
We see enough factors supporting gold to justify a modest allocation
in suitable portfolios.
Despite the modest size of the energy sector (typically less than 10% of
total market capitalization), crude oil and the broader stock market, as
measured by the S&P 500, have had very high correlation during the past