Featured Post: Where Will Stocks Go Next? S&P 500 Earnings Yield vs. 10 Year US Treasury

Originally sent to clients on August 25, 2010 We are bullish on US stocks, and have been slowly increasing our allocation to stocks during the pullback started in May.  Our view is that while US and global growth may moderate, it is not turning outright negative.   Many economists and investors are predicting a “double-dip” … Continue reading

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