Energy stocks are still very expensive on a relative basis.
Eliminated were holdings in materials and utilities.
Retrophin’s promising drug pipeline could boost shares.
Insulated from the dollar, mid-cap companies are thriving.
The mighty dollar is taking its toll on corporate earnings.
Here’s why the US and Hong Kong markets are highly correlated.
Job growth is slow and the manufacturing sector isn’t expanding.
Rebounding consumer spending trumps the strong dollar.
Energy stocks are trading 20%-50% discounts to their 2014 highs.
Brazil’s central bank should ride to rescue as it did in 2002.