Expectations for solid but slower growth in the U.S. economy and corporate profits support our year-end 2019 fair value target for the S&P 500 of 3000.read more
U.S. economic data were sound in February, even as confidence fell amid uncertainty from global trade and political headwinds.read more
A disappointing February jobs report, released March 8, has increased concerns about a slowing U.S. economy among some market participants.read more
Large caps may be better positioned than small caps, given where we are in the business cycle.read more
Fundamentals remain sound, valuations are reasonable, and most technical indicators we follow point to further potential gains ahead.read more
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