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Depending upon one’s preconceived bias, yesterday’s economic data can be viewed as either half full or half empty....

The S & P 500 slid for the fourth time in five sessions. Equities were initially flat with attention focused on the impeachment drama until the announcement that the US is unlikely to extend a waiver allowing American firms to supply China’s Huawei Technologies....

The NASDAQ 100 is up over 23% for the year. Approximate half of the gains are from four stocks according to Bloomberg. What is more striking the NASDAQ 100 has hit three consecutive highs while the equal weight index ...

When I came into the industry about 30 years ago I was schooled value was supposed to beat growth stocks over the long run. That was the case from 1976-1994 and from 2000-2006. It certainly has not been the case for the past ten years...