MISSIONARY OF WALL STREET

Policy errors and Fed could pose problems later but it’s full steam ahead for now. We remain bullish on equity markets into year-end,...

As Fed awakens to inflation risks, our policy-error fear fades. Having spent the weekend digesting last week’s Fed meeting, the market...

Just like a year ago, stock picking is set to take center stage. Almost exactly 12 months ago, after the bull got up off its feet and...

As 2022 comes into focus, room for upside remains but stock picking will be key. The first-quarter earnings season that’s about to...

2022 outlook extremely positive despite temporary indigestion from rising yields.

And that's just another reason the setup for stocks remains strong.

Frothy pockets popping up but it's too early to cut back equity overweight.

A year of “unprecedenteds” sets stage for an unexpectedly strong move higher in stocks.