Some stock pundits are now cheering the stimulus and political certainty a Biden administration could usher in.
A clear-cut Democrat victory could avoid the long and messy legal battle markets are nervous about.
The March turmoil upended the normal trading patterns these strategies rely on.
The strategy of buying stocks that appear cheap relative to their fundamentals has struggled.
An abundance of risks means the rebound in American equities most sensitive to the economy will prove unsustainable.
The company was an ETF hold out, but it eventually gave in to market realities.
Investors may be stampeding into another cross-asset rally ripe for a violent reversal.
The veteran strategist and portfolio manager is digging in his heels.
One-year correlations across 30 asset classes have hit generational highs.
More than 60% of domestic equity funds underperformed the S&P Composite 1500 in the first four months of 2020.
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