March Market Outlook, How to Reduce Risk Late in a Market Cycle Part I (March 15, 2018 2:56 PM EDT)
Part I explains where we are in this economic and market cycle. Part II provides metrics to consider to de-risk your portfolio. > More >

February Market Outlook (February 26, 2018 1:10 PM EST)
In this month’s outlook I analyze: > More >

2018 Market Outlook (January 19, 2018 10:52 AM EST)
Below are the bullish and bearish cases for the 2018 markets. > More >

2018 Economic Outlook (January 2, 2018 10:48 AM EST)
The forecasts, estimates below are a consolidation from 2018 outlooks from Barron’s, WSJ, Fortune, BusinessWeek, Charles Schwab, Merrill Lynch.... > More >