BlackRock: The Paradox Of Crowds
While stocks and other assets are trading at deep discounts, there isn't much left to lose even if the bull herd is wrong, the BlackRock team writes.
Recent
NovaPoint: These Are The Dog Days?
This has been a shallow decline, and the cause is not a financial crisis or collapse in consumer spending. The labor market also remains healthy.
Morningstar: Stocks And Bonds In Fearful Markets
it is tempting to throw the baby out with the bathwater but we still see the best portfolio mix maintaining a healthy blend of stocks and bonds.
WealthTrust: Underwhelming Earnings
We are currently overweighted in cash but while earnings aren't great the market tends to climb every wall of worry. Time to put cash back to work!
Clark Capital: Charting Course Through A Deceptively Bullish Sea
The market typically bottoms after earnings are cut, but estimates are just starting to decline with forward EPS still up 7% since the market peaked.
Brinker Capital: We Are In A Recession, Right?
While we are having a bit of fun with the semantics, we don’t mean to make light of economic weakness as any slowdown hurts the most vulnerable.
AAMA: Where Does Performance Fit In The Sales Process?
How do you find a balance between the harsh reality of selling on performance with the more strategic and sustainable practice of selling on process?