Burt White

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Road To Recovery Playbook

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We encourage long-term investors to consider staying with their long-term investment plans.

Putting The North Korean Threat Into Perspective

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Investors have understandably become increasingly concerned amid escalating North Korean threats.

Taking A Little Risk Off The Table

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Risks have begun to stack up and the risk-reward trade-off has become a bit less favorable.

Five Reasons Not To Sell In May

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“Sell in May and go away” has become cliché, but the data are tough to ignore.

Checking In On Some Trump Trades

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Recent underperformance of these areas likely reflects some loss of confidence in the Trump agenda.

Assessing Technicals And Sentiment

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Longer-term technical indicators on equities continue to look very strong.

Irrational Exuberance Part Two?

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Valuations are elevated, but there is very little relationship between stock valuations and performance in the short term.

Taking Stock Of Technicals And Sentiment

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Longer-term technical indicators on equities continue to look very strong.

Welcome To The Fourth Quarter

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The historically best quarter of the year is upon us.

Five Forecasters Say Expansion Continues

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Our Five Forecasters are collectively sending mostly mid-cycle signals.

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