Earnings growth and "low-for-even-longer" interest rates imply a lower risk premium and higher valuations for equities.
The U.S. elections and a Covid-19 vaccine breakthrough have provoked an upheaval in capital markets. Euphoria prevails, with foreseeable pitfalls.
Fiscal stimulus is likely to be more limited than under a Democratic landslide
By: David Bianco
Halloween's blue moon: Light in the night or just ominous?
Strong S&P 500 EPS results for the third quarter, probably the best for the year
The polls have spoken: Have the people?
By: Dr. Thomas Schuessler, Andre Koettner
A veritable liquidity tsunami has lifted equities. With no fundamental upside left from here, now is the time to be selective.