The stock market’s gains through April and the election year pattern provide somewhat encouraging signs for this year’s May to October period.

After underperforming most of the last decade, value has shown signs of life recently. We are a bit skeptical that the recent value resurgence is the beginning of a sustainable reversal in trend.

The latest rally has been driven by many factors and has pushed the S&P 500 to within 2.4% of its all-time high. Here we assess the likelihood that the rally continues from this point forward, and, if so, how much further it might have 
to go.

After disappointing investors last year, emerging market earnings forecasts may finally be consistent with what can be delivered. Emerging markets (EM) have underperformed U.S. markets since the summer of 2011.

The earnings trajectory may be at a trough as pressure from oil weakness and U.S. dollar strength begins to abate. But that also means management teams’ popular excuses for explaining shortfalls won’t work anymore.

The NCAA Men’s College Basketball Final Four is set. North Carolina, Oklahoma, Syracuse, and Villanova are headed to Houston, TX to determine this year’s hoops national champion.