Gerald Connor / April 20, 2016

Digging Below the Surface

It’s hard to not have your stomach in your mouth after the bungee jump the market took in the first quarter. That kind of volatility makes it difficult to figure out where we go from here.

Nevertheless, we’re still positive on this market in the long-term relative to our other investment options.

Let me give you our rationale but first let’s start sorting out reality from all the noise by putting this market into perspective. Then we’ll take a look at the three factors that will determine where this market is headed: the Federal Reserve’s Monetary Policy, the economy and valuation.