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Weekly Market Commentary

“Valuation Check-In” | Weekly Market Commentary | April 30, 2018

“We make the case that stock valuations are reasonable when considering interest rates and inflation.”

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“Myth Busting” | Weekly Market Commentary | April 23, 2018

“There are several market myths related to certain market indicators which have the tendency to distract investors from what really matters in assessing market opportunities.”

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“Did Stocks Bottom?” | Weekly Market Commentary | April 16, 2018

“The February 2018 market correction caught many investors off guard, but the longer-term trend remains higher.”

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“First Quarter Earnings Preview: What to Watch” | Weekly Market Commentary | April 9, 2018

“We preview what we expect may be a very strong earnings season and highlight some key dynamics we will be watching.”

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“First Quarter Marked by Return of Volatility” | Weekly Market Commentary | April 2, 2018

“This week’s Weekly Market Commentary recaps first quarter stock market performance, discusses some of the themes that were in play, and summarizes our outlook for the rest of the year.”

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“The Stock Market’s Final Four Factors” | Weekly Market Commentary | March 26, 2018

“We share our “Final Four Factors” for the stock market in 2018: economic growth, earnings, trade policy, and the midterm elections.”

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“Will This Sixteen Be Sweet?” | Weekly Market Commentary | March 19, 2018

“In the spirit of March Madness, we have compiled our “Sweet 16” for the markets.”

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“Five Forecasters: Few Warning Signs” | Weekly Market Commentary | March 12, 2018

“Our Five Forecasters are collectively indicating that further economic growth and stock market gains appear likely.”

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“The Bull Is 9, Can It Make 10?” | Weekly Market Commentary | March 5, 2018

“The bull market will celebrate its ninth birthday on March 9, 2018. This week, we look at some of our favorite bull market indicators and the signals that accompany them.”

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“Raising 2018 Earnings Forecasts” | Weekly Market Commentary | February 26, 2018

“We have raised our 2018 S&P 500 EPS forecast from $147.50 to $152.50 and our S&P 500 year-end fair value target to 2950–3000.”

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