The global economy is the big driver of global equities.
Market commentary from Island Light Capital.
The recovery and strong corporate earnings keep me bullish on stocks.
Despite the drama in Washington, the economy recovery is still on track.
The speed of interest rate acceleration in 2013 has exceeded all expectations.
Diversifying into non-US equity investments has helped us reduce portfolio risk.
We lightened up on commodities and increased exposure to mid-caps.
My take on Boston, the markets and the economy.
The stock market may pause, but low interest rates will bolster equities.
Cool analysis, not emotion, should guide investing decisions.