The uninterrupted nature of the rally over the past four months has been supported by an improved outlook for the economy, earnings, and inflation. Nonetheless, it also sparks concerns about whether it’s overextended – i.e., a bubble. History suggests that there is further upside, but that the pace of gains will likely slow, and that …

The Biggest Risk in Markets Isn’t a Recession, Inflation, or the Fed – It’s You Read More »