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.
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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.
Warmer weather should improve outlook for consumer spending.