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Here are 10 reasons I've altered my stance.
The effect of a renewables implosion has just begun.
Let's look back at the past few times this transpired.
Let's acknowledge the elephant in the economy.
We have to go through a whole quarter to find out if houses aren't being sold.
No setup for a bullish reaction to bullish news today.
Geopolitics can still unsettle this new energy landscape.
Government spending, not monetary policy, is what creates jobs.
It makes me sick to think people continue to lose money this way.
Why isn't credit flowing more freely to the economy?
Their low EV-to-EBITDA ratios tell us that they are undervalued.
Sooner or later, the market will contract when QE stops.
Cliffs Natural shakes off a downgrade.
For U.S. traders, the constituent changes may have a short-term impact on certain stocks.
Don't pit one asset class against the other.