Stocks are only getting cheaper and cheaper, and the U.S. economy is strong as are corporate profits. I was bearish on U.S. equities earlier this year but have now turned positive.

The outlook continues to look good, especially growth in emerging markets.

I was bearish on U.S. equities earlier this year but have now turned positive. Stocks are only getting cheaper and cheaper, and the U.S. economy is strong, as are corporate profits.