Lydon of ETFTrends.com: Let the sun shine into your portfolio

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Robertson's Garretty says war has put 'recession' back into conversation

Jeanette Garretty, chief economist at Robertson Stephens Wealth Management, says that rising oil prices and higher inflation have increased the possibility of a recession. While she says the operating outlook for investors is that the war in Iran will last a few more weeks, with ...  Show more

StanceCap's Davis sees headline risk stalling - not changing - market rotation

Bill Davis, portfolio manager for Stance Capital and the Hennessy Sustainable ETF, says that current events have contributed to some market rotation back towards mega-cap tech names, because the market views them as comparative safe names that are not correlated to oil prices. Th ...  Show more

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