Risk
The Case Against a Bear Market, Per Ned Davis
Stocks have had a rotten start this year, but they won’t get too much worse, the research firm says.
Rotation blues: Tech, small-caps, and utilities are off now, with homebuilders among those that could get dumped next.
Earnings growth is threatened by the epidemic, which has shut down much of China’s economy, strategist says.
Evoking Mike Tyson, Jim Bianco says a market dive could bring big pressure to more rate cuts.