"So far, industry analysts haven't gotten either the tariff memo or the recession memo"
"The big news in the UMich data was not inflation expectations"
"Investors say they are pessimistic but are still invested aggressively"
"History shows that S&P 500 drawdowns are usually good buying opportunities"
"The street is as bearish crude oil as it was in March 2020 when planet earth effectively locked down"
"European stocks’ outperformance has gone a long way, but in the big scheme of things the recent move remains a blip"
