All Market Views by Stephen F. Auth

Secular Bull Update: Goldilocks loves the bears 
Sept. 9, 2014 :: Stephen F. Auth
Pessimistic traders are helping keep this equity rally going
Goldilocks Cubed Update: The data to date is 'just right' 
Jul. 21, 2014 :: Stephen F. Auth
Our near- and long-term bullish views are being reinforced by events and reports of late
Goldilocks cubed update: Exhibits A, B and
Jun. 19, 2014 :: Stephen F. Auth
More evidence that earnings, monetary policy and historic volatility continue to favor equities
Secular Bull Update: Goldilocks cubed 
Jun. 13, 2014 :: Stephen F. Auth
There are signs that the secular bull is closer to its beginning than its end
Secular bull update: Sell in May? Not this year 
May 2, 2014 :: Stephen F. Auth
All signs point to accelerating growth, and that should be good for stocks
Secular Bull Update: Spring thaw could become a melt-up 
Mar. 20, 2014 :: Stephen F. Auth
With everyone expecting a correction and growth primed to spurt, the pain trade is to the upside
Market Memo: Connecting the dots—near-term market risk is to the upside. 
Feb. 28, 2014 :: Stephen F. Auth
Housing, energy, technology, China and Fed are all pointing higher
Secular Bull Update: Time to buy the dips again 
Feb. 7, 2014 :: Stephen F. Auth
Weather and EM worries move to back burner on improving fundamental picture
Market Memo: The EM isn't a monolith 
Jan. 27, 2014 :: Stephen F. Auth
Troubles among some emerging markets don't necessarily signal troubles for all
Secular Bull Update: From fear to greed 
Jan. 16, 2014 :: Stephen F. Auth
Individuals and businesses who realize the world isn't ending represent the next market catalysts
In short: 2014 S&P target lifted to 2,100 
Dec. 6, 2013 :: Stephen F. Auth
Growth is accelerating and that's good for earnings
Secular Bull Update: The story remains the same 
Nov. 11, 2013 :: Stephen F. Auth
While a pullback is possible, macroenvironment still favors equities
2014—The return of growth 
Oct. 2, 2013 :: Stephen F. Auth
Chief Investment Officer for Global Equities Steve Auth examines what will drive economic growth in 2014.
Bull market transitioning to new phase 
Oct. 1, 2013 :: Stephen F. Auth
Chief Investment Officer for Global Equities Steve Auth discusses the transition from the first phase of the bull market to the second
Market Memo: Ben throws a tantrum of his own 
Sept. 19, 2013 :: Stephen F. Auth
Fed chairman lets market know that policymakers, not bond vigilantes, are in charge
Equity Outlook: Growth set to star in secular bull's second act 
Jul. 1, 2013 :: Stephen F. Auth
The current pullback is healthy for a market that could push 2,000 on the S&P 500 in 2014

 
 
 
 
 
 
 
 
 
 
 
 
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