Jeff Tjornehoj
Jeff Tjornehoj
along companies fund good job largest selective taking
This fund does a pretty good job of being selective along the way and not just taking the largest companies out there.
caps coming continues counter economy economy-and-economics good hopes investors large news safety start thinks
They just keep going. There continues to be enough good news about the economy to keep people's hopes up. At some point, investors ... start to think of the safety of large caps to counter the coming downturn. Evidently, no one thinks that's in the offing.
economy front funds next role runner technology turns
Technology funds can play a role in a diversified portfolio. And if the economy turns around, technology could be a front runner next year.
building clear consensus elephant federal financial fund raise rates remains reserve rest returns services shot stock stocks year
I don't think it's going to be a clear shot to double-digit stock fund returns for the rest of the year because financial services stocks still must show up for the party. The Federal Reserve remains the elephant in the room, and there is a building consensus that it will raise rates another quarter-point in May.