Despite the strong rebound from the October 2022 lows, many investors continue to question the legitimacy and strength of the current rally in stocks. In this update we address these issues and present a view supported by historical data to help provide peace of mind and clarity.
Read MoreIn spite of a constant chorus of negative news, we remain optimistic on the intermediate and long-term growth prospects for corporate earnings, the economy and capital markets.
Our Q2 client letter provides evidence and data supporting our outlook. We have attempted to highlight data that has not been broadly covered by the media and other investment research firms that shed light on the rationale behind out strategies.
With help from our research partner FundStrat, we provide context to the current economic and market recovery by comparing it to the same time period following the 2009 financial crisis. The parallels are striking.
Read MoreMarket update on Covid-19 impact.
Read MoreWhite Oak Q1 2019 Market Review
Read MoreApril 16, 2018 economic and market update from Raymond James investment strategy group.
Read MoreRaymond James' Chief Investment Strategist details the characteristics of a secular bull market and their view on the bull market we are current experiencing.
Read MoreQ12018 year over year earnings growth rate for the S&P 500 is expected to be 17.3% according to this analysis by FactSet.
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