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Matt Fox, president of Ithaca Wealth Management, says that the market appears to have shaken off current events in China that were creating downward pressure, and it could soon be back to flirting with record highs and resuming its long climb. Fox noted that his big worry is less about anything he sees in the charts and more about the potential for…
 
Ron Sanchez, chief investment officer at Fiduciary Trust Company International, says that markets are facing some resistance in September after seven consecutive months of gains, and he expects that increased choppiness to continue into October, but his long-term outlook remains highly constructive, noting that economic growth from the recovery is …
 
Paul Christopher, head of global market strategy at the Wells Fargo Investment Institute, says that the economic recovery pace in the United States is ahead of most foreign countries and is likely to stay that way for a year or more, but his long-term thinking suggests that changing globalization will use more robotics and artificial intelligence a…
 
Steve Rick, chief economist at CUNA Mutual Group, says that Coivd-19 and its variants remain the biggest issue facing the global economy right now because it has slowed the U.S. economy more than expected and it continues to drive expectations lower, at a time when rising inflation is a concern that could put a further damper on growth. Despite the…
 
David Trainer, president of New Constructs, says that new research from the firm shows that three-quarters of the Standard and Poor's 500 stocks have misstated earnings, and that 215 of those companies have overstated their profits by more than 10 percent. He cites Fortive Corp., which shows reported earnings of $4.62 per share, but with core earni…
 
Niladri Mukherjee, head of portfolio strategy at Merrill Lynch Bank of America Private Bank, thinks that equities will grind higher from current levels, but that progress will be based on a 'different playbook' driven by rising corporate earnings and narrower moves that force investors to dig into the numbers -- to 'get micro' looking at valuation …
 
Rob Isbitts, chief investment strategist at Sungarden Investment Publishing, says that with the yield on the Standard and Poor's 500 is as low as it has been in years, investors trying to find good buys on dividend stocks are looking for the proverbial needle in a haystack. Isbitts, who has developed a new investment factor he calls YARP -- for 'yi…
 
Noland Langford, chief executive at Left Brain Investment Research, says that investors must adjust and deal with the current impact of inflation and continuing low rates, noting that '5 is the new 8,' and that investors may struggle to find good ways to generate a 5 percent yield. To meet that standard, Langord says he has gotten both more aggress…
 
Jan van Eck, chief executive officer at VanEck, says that government policy 'determines the weather' for markets and policy has been 'insanely supportive' of markets and while that is changing slowly he would suggest that investors have no reason to feel nervous while the Federal Reserve continues to support the market. van Eck talks about three mu…
 
It's a wide-ranging show today with author Alec Ross, discussing 'The Raging 2020s: Companies, Countries, People - and the Fight for Our Future,' and whether the times ahead look more like a Star Trek universe or the landscape of Mad Max. In the Danger Zone, David Trainer of New Constructs sees through the popularity of the Warby Parker IPO to disc…
 
Michael Kahn, senior market analyst at Lowry Research Corp., says that technical analysis shows that the market at record highs is hiding the fact that parts of the market are not working, and that a number of indexes and indicators -- with the notable exception of the Standard and Poor's 500 -- are flat or struggling. 'I don't see that the rising …
 
Michael Mullaney, director of global markets research at Boston Partners says that we're seeing 'the best financial conditions that we've seen in decades right now, and earnings are off the charts,' and while he sees some potential for change due to inflation and interest rate pressures, he says that investors should be listening to the stock marke…
 
Joe Kalish, chief macro strategist at Ned Davis Research, says that the global markets are positioned well for the future provided that they can avoid significant trauma caused by inflation, and he is worried that the pressures causing current inflation may be more persistent than policymakers expect. If pricing pressures linger and are not transit…
 
Scott Helfstein, executive director of thematic investing at ProShares, says that the economic re-opening from the pandemic is not some sort of rewind, and that to move forward investors should give up on what he described as five fallacies, including the long-held debate about the growth versus value styles of investing. Helfstein also says that i…
 
Jeanette Garretty, chief economist at Robertson Stephens Wealth Management, says that the economy has entered an economic expansion phase, and notes that these growth phases tend to last a while. She expects this expansion to run for years, driven by fiscal policy and helped along by changes in the workplace, productivity and inventories that have …
 
Catherine Stienstra, head of municipal bond investments at Columbia Threadneedle, says that the muni market has had a good summer, but got a bit softer in August and is likely to stay that way while waiting to see how government infrastructure plans and any potential tax increases play out. Tom Lydon of ETFTrends.com -- for the second week in a row…
 
Andrew Foster, chief investment officer at Seafarer Capital Partners, says that forecasts for China to become the world's largest economy -- surpassing the United States -- are based on overblown economic assumptions. He says China is revising numbers, which will put 'a substantial dampener on growth;' instead of growth rates projected at 6 percent…
 
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