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Fear continues to drive the broader market, but economic conditions should improve in the back half of the year. Now is the time to buy our favorite energy and technology names. Read More

Long-term challenges have imposed a lower speed limit on US growth, but this up-cycle still should be of average in duration. Use the recent pullback as an opportunity to buy my top-ranked sectors and stocks. Read More

Booming demand for web-enabled smartphones and an uptick in enterprise spending should power years of earnings growth for well-placed technology firms. Read More