Here's a statement of the obvious: The opinions expressed here are those of the participants, not those of the Mutual Fund Observer. We cannot vouch for the accuracy or appropriateness of any of it, though we do encourage civility and good humor.
FYI: How many times have you heard that phrase in your life? At the start of every year, when strategists are asked what their view on the market is, the response invariably sounds something like, "We expect near term volatility and potential weakness in the equity market, but see the economy and earnings picking up steam in the second half of the year." Regards, Ted http://www.bespokeinvest.com/thinkbig/2014/8/18/a-second-half-story.html?printerFriendly=true