When all is said and done, the fact of the matter is we will have double-digit earnings growth for the S&P 500.

growth at reasonable prices.

I would say start with some of the core holdings in technology. I think the technology stocks that will do well are the ones that haven't disappointed with earnings.

This was a waterfall of emotional selling.

When monetary policy turns more accommodative, the more cyclical, leveraged and more-volatile asset classes generally outdistance defensive names.

He started to find himself in the uncomfortable position of being chief market strategist, ... It sounded almost like was making judgments in the valuation of stock prices. He just wants to let invest know there is some risk.