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CNBC: Earnings take center stage

Last week, I returned to CNBC “Closing Bell” amid earnings season to discuss what’s going on in the market, and some things to keep an eye on in the months ahead. Second quarter earnings for the S&P 500 were expected to be up by 7.3 percent, but we’re keeping a close watch specifically on retail… Continue reading →



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Bonds: Post crisis evaluation

Reporter Jon Sindreu from the Wall Street Journal recently wrote an article titled, “In the new bond market, bigger is better,” discussing how the bond market has been reshaped by post crisis regulations. I was able to provide commentary regarding the differences in selling a bond prior to the financial crisis versus after. Before the… Continue reading →



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CNBC: Where tech is going next

This week, I appeared on CNBC “Closing Bell” to discuss the current state of the market and the tech trade. The lows on these large companies are providing investors with the perfect opportunity to “go shopping.” In addition, during my conversation with hosts Kelly Evans and Mike Santoli, I also weighed in on whether tech… Continue reading →



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Manufacturing: Growth in the age of automation

The Pittsburgh Post-Gazette recently published an op-ed written by Fort Pitt Chief Investment Officer, Charlie Smith. It examines the economic growth outlook for the U.S. in light of the automation wave. In today’s world, manufacturing competition is strong, so how does the U.S. keep up? Restrictive tariffs and trade barriers don’t work. Automating to compete… Continue reading →



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IBM: We’re staying in, Warren’s staying out

Late last week, I appeared on CNBC “Nightly Business Report” to weigh in on market outlook and to discuss recent financial headlines. The hot topic at the moment was the news surrounding IBM and majority shareholder Warren Buffet selling one-third of his shares. During the appearance, I explained my long-term outlook for the company, and… Continue reading →



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