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Should Investors Buy the Dip?
No Clear Leadership in U.S. Stock Market in September. Information Technology Still Looks Good in Our Work.
IT, Consumer Discretionary and Health Care Lead the Way
Facebook Faceplants While Apple Stuns with Growing Service Revenue
June Squeaks Out Gain. Trade War, Flattening Yield Curve and Ballooning Deficits Loom.
Momentum in May with Momo, Micron and Macy's Lifting U.S. RoC Portfolio Above the S&P 500. Big Data Ideas Added!
Flat and Uninspiring April for S&P 500
March Tacks On More Losses to S&P 500. We Remain Cautious.
Fluctuating February Brings Investors Back to Reality
S&P 500 Up 22 of Last 23 Months. More Gains to Start 2018
Big Wins Produce 19.9% Return in 2017; Adding Diversification in 2018