The GMO chief strategist highlights the factors behind the market's bullish bias, abnormally high corporate earnings, current valuation levels, a slowdown in productivity, and the great paradigm shift in natural resources.
Morningstar's Christine Benz highlights situations that call for ratcheting your equity exposure up or down.
AllianceBernstein's Michael Brooks on state budget gaps, growth concerns, the possibility of default, and the pension problem.
Lockheed has a highly differentiated business, but its legacy pensions and budget cutbacks are an overhang.
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