US consumers continue to power demand for tech gadgets.
Cash and oil are the best place to be post-Fed easing.
The Fed may need to factor in jobs growth into monetary policy plans.
The Saudis can play a very long game with their pile of cash.
Covestor managers talk about the the Bank of Japan and index funds.
Mid-caps outperformed the broader market in the first half.
Harry Briggs manages the Tactical Energy portfolio on Covestor.
Andrew Wang of Pemberley Capital manages the Systematic Value portfolio on Covestor.