Earnings still look good and overall economic growth is still moving in the right direction.
"Guy Stern" is a German-Jewish scholar of literature, primarily German and comparative.
More Guy Stern on Wikipedia.Earnings growth and economic growth are strong enough to drive stocks higher, even if interest rates continue to rise. We're absolutely fully invested. We think commodities stocks are a good place to be.
First-quarter earnings seem to be very much in line with expectations.
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