If there's no recession in sight, stay bullish.

Portfolio managers Ann Ferentino and Patrick Strollo discuss policy and the impact on municipal bonds with guest Dan Clifton of Strategas.

Rate normalization is almost a go.

Megatrends and secular shifts continue to create long-term opportunities.

A count of words associated with supply-side complaints in this week’s Beige Book was nearly as high as in the ’70s.

Still room to run, with a tilt toward cyclical companies with pricing power.

Economy slows noticeably, while inflation remains elevated.

Electric vehicles are becoming more popular, but changing the market with each purchase.

Aisle 3 is already sold out and it’s only October.

Stubbornly higher inflation doesn't mean the Fed's wrong ... yet.

This is not the 1970s ... not even close.