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.
Investors can boost their outcome by resisting behavioral pitfalls, avoiding hyped stocks, and looking for underappreciated signals, says Fuller & Thaler director of research Raife Giovinazzo.
Lackluster ADP data suggest that August's mediocre job growth likely seeped into September, too, says Morningstar's Bob Johnson.
The next 12 to 18 months will be slow and painful, but America's fundamentals support longer-term optimism, says University of Chicago economist Austan Goolsbee.
Here's why commodities investors need to know this term and its counterpart, backwardation.
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