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There Are Green Lights All Over the Place for U.S. Stock Bulls

  • Rate cuts, data beats, pricey Treasuries add to equity allure
  • No fear on show in credit; hedge funds increase stock exposure
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A Concentrated Portfolio Will Beat the Market, Says Valley Forge Capital Founder

Forget Wall Street’s complex models, and consider the simple logic powering stock investors right now.

The Federal Reserve’s projected easing cycle looks poised to kick in against a backdrop of billions in cash on the sidelines, low volatility and a real economy on an even keel. All are signposts that the bull run still has juice.