Earnings growth and economic growth are strong enough to drive stocks higher, even if interest rates continue to rise. We're absolutely fully invested. We think commodities stocks are a good place to be. |
Earnings still look good and overall economic growth is still moving in the right direction. |
First-quarter earnings seem to be very much in line with expectations. |
The market is focused on earnings and companies are hitting their targets. I don't see that anything has gone wrong for the stock market at all. |