(TheStreet) - "When the time comes to buy, you won't want to." -- Wally Deemer
The markets over the first half of the year continued to be among the most difficult to navigate in years. However if one is able to endure a bear market with limited damage and drawdown, long positioning in the later state of a bear market and into a more...
While I respect the policy challenges and the difficult path to stability in achieving a soft economic landing, I am growing increasingly, and incrementally, more bullish on equities -- in part based on our expectations of a mild and brief recession and a possible rapid deceleration in the rate of inflation which could result in a less hawkish Fed.
Bull markets and investment opportunities, 2009 and late 2018, are borne out of bad news just as bear markets, summer 2007, early 2020 and late 2021, are borne out of good news.
