Markets are a function of reality meeting expectations. Russ discusses why the expectations are outpacing the reality.
Russ discusses why investors should worry less about higher interest rates and more about the volatility resulting from tighter financial conditions.
Markets have calmed somewhat, but make no mistake: Volatility is back. Russ discusses quality stocks can help in this environment.
Think rising interest rates and higher stock prices are like oil and water? Think again, says Russ, at least for the time being.
Russ reviews the landscape after the selloff and discusses how little has actually changed.
Russ discusses why the case for emerging market stocks right now simply rests on concept of solid global growth.
Russ discusses why the real economy and financial market conditions offer more clues about volatility than political noise.
Can markets repeat the outstanding performance of 2017? Russ discusses why credit market conditions are likely to provide the key clues.
Long-term interest rates remain stuck in a range that has defined the last six years. Russ discusses why 2018 may see more of the same.
Value stocks are cheap, relative to growth, but have lacked a catalyst to rally. Russ discusses why tax cuts could be that spark.