Bearish investor sentiment is still at very extreme levels.
It's a dauting task to manage these markets, which have some similarities to those during Great Financial Crisis, but here's what to do.
Crowd sentiment is close to a 20-year peak in bearish opinions.
No, I am not sticking up for Cathie Wood as a manager. On this central-banking matter, however, she is correct.
This volatile macro-driven market isn't conducive to stock-picking.
here's what we need to see to buy with more confidence.
These names, which have outperformed the S&P 500 this year, offer above-average dividends with a wide margin of safety.
Here's why we have been buyers on weakness.
This is the beauty of ugly bear markets. They often make even terrific company shares go inexplicably below fair value.
No one wants to take on risk in the stock market when they can get 4% in a Treasury guaranteed, with no risk.