Russ discusses why economic conditions (for now) support low volatility in the markets.
Russ discusses why tech stocks are not only not in a bubble, but reasonably valued.
Russ explains why gold is not working as an effective equity hedge, despite higher volatility.
Is the era of easy financial conditions over? Not yet, says Russ.
Emerging market stocks and bonds are having a rough year, but Russ argues against abandoning the asset class.
Earnings are strong, markets less so. As Russ explains, investors are paying attention to valuations and the economy.
For most of the post-crisis period, defensive stocks have been expensive. Russ suggests that may have changed.
Prospects for a trade war are having an impact on markets, but for bargain hunters, stocks are still expensive. Russ suggests looking outside the U.S.
Many are pointing a finger at Washington for the recent spike in volatility. But, as Russ explains, the catalysts lie elsewhere.
Russ discusses why stocks can still thrive when consumers are confident, but frugal.