All Market Views by Stephen F. Auth

Market Memo: Don't fade this rally 
Nov. 2, 2015 :: Stephen F Auth
Don't let the bears get in the way of a slew of macro and market data that are pointing to a continuing, and strengthening, rally
Market Update: Year-end rally scenario still on track 
Oct. 12, 2015 :: Stephen F Auth
Fed, economy, China, biotech and cyclicals sending positive market vibes. Muted reaction to bank earnings would be icing on the cake.
Market Memo: Setting up for a year-end rally—but not quite yet 
Sept. 24, 2015 :: Stephen F Auth
The market needs to be convinced the news is becoming less worse out of China. When it does, we expect this slumbering secular bull to wake up
Market Memo: The world isn't ending 
Aug. 25, 2015 :: Stephen F Auth
The drama over China is creating opportunities for long-term investors willing to wait out the storm
Market Memo: China's storm clouds have a silver lining 
Aug. 13, 2015 :: Stephen F. Auth
As negative as recent headlines about China appear, we expect investors to begin refocusing on strong U.S. fundamentals driving markets higher by fall.
Market Memo: Still bullish and still expecting strong second half 
Aug. 3, 2015 :: Stephen F. Auth
Despite noise over China and oil, the economy looks poised to accelerate and to potentially drive the S&P 500 to our year-end 2,350 target
Market Memo: Greece crisis presents opportunity 
Jun. 29, 2015 :: Stephen F. Auth
With contagion risks low and U.S. economy accelerating, buy-on-dips view remains in place
Market Memo: Setting up for a strong second half 
Jun. 19, 2015 :: Stephen F. Auth
Uncertainty, never a friend of markets, is waning on nearly all fronts, setting the table for a strong second half
Market Memo: Tuesday's good news really was good news 
May 27, 2015 :: Stephen F. Auth
Signs of spring rebound suggest better back-half for stocks as Fed's likely to remain very cautious
Market Memo: Buy in May and go away 
May 8, 2015 :: Stephen F. Auth
We believe the market is in the process of lifting off from this see-saw period
Market Memo: Spring is coming—time to plant more bullish bets 
Apr. 14, 2015 :: Stephen F. Auth
As our five worries fade, the market appears poised to rise
Market Memo: Fed 'Apology Tour' underway 
Mar. 24, 2015 :: Stephen F. Auth
Yellen and colleagues go out of their way to reinforce lower for longer
Market Memo: Softer tone merits caution—not withdrawal 
Mar. 10, 2015 :: Stephen F. Auth
Lower oil, lower rates and economic blahs likely to weigh on stocks near-term before fading
Market Memo: Remember, pain before gain 
Jan. 29, 2015 :: Stephen F. Auth
Recent worries over global woes won't derail the economy or the bull, but it may provide better entry points for investors
2015 Outlook: Looking a gift horse in the mouth 
Jan. 9, 2015 :: Stephen F. Auth
Lower oil, lower rates and stronger dollar will do a lot more good than harm for markets, economy
Market Memo: Goldilocks doesn't care whether 'time's' time is up 
Dec. 16, 2014 :: Stephen F. Auth
Collapsing oil prices are creating opportunities for long-term investors in the U.S. equity market