Morgan Stanley out early today, Sept. 2, 2014
“Equities should benefit from a scenario where the probability of a cycle peak remains low for some time,” Adam Parker, chief U.S. equity strategist at Morgan Stanley, and economist Ellen Zentner wrote in the note. “As the prolonged expansion becomes more visible, we’d expect a materially higher U.S. stock market.”
Being honest may not get you a lot of friends, but it'll always get you the right ones. - John Lennon
Tech and Industrials lead stocks in Japan to new 26-year high - January 8, 2018 pm
The move to abandon downside hedges is like driving without a seat belt, and defies the rules of diversification.
We are partying like it's 1999 in an economy that belongs to
another century, and that boom ended poorly. Just concerned. -
- Diane Swonk January 9, 2018