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Doll’s Deliberations

Por: Crossmark Global Investments

From the mind of industry veteran Bob Doll comes Doll’s Deliberations®, a weekly investment commentary.

42 episodios disponibles

Latest episodes of the podcast Doll’s Deliberations

Fundamentals Are Good — Prices Already Reflect It 12/01/2026

High-Risk Bull Market: 10 Predictions for 2026 05/01/2026

2025 Predictions - What We Got Right and Wrong 15/12/2025

Favorable Fundamentals, But Prices Reflect That 08/12/2025

Macro Crossroads: Fed, AI, and Outlook 01/12/2025

Fed Cut Uncertainty Weights on Risk Assets (Especially High-Flyers) 24/11/2025

Liquidity Remains Despite Reduced Likelihood of a December Fed Cut 17/11/2025

Good Earnings Reports are Being Met with a Yawn 10/11/2025

The Stimulus Party Continues 03/11/2025

Environment Remains Supportive Despite Occasional Air Pockets 27/10/2025

The High Risk Bull Market Continues 20/10/2025

Quarterly Market Update 13/10/2025

Good economic outlook constrained by high valuations 06/10/2025

Accommodative Central Banks Fuel Higher Prices 29/09/2025

Rate Cutting Resumes but Will Likely Be Limited 22/09/2025

The Fed's Focus on the labor market (at the expense of inflation) paves the way for a rate cut 15/09/2025

Earnings Are Supportive, But Rich Valuations Limit Potential 08/09/2025

Valuation Concerns Are Never a Timing Tool 02/09/2025

Threading the Needle Gets Tougher 25/08/2025

Markets Priced for Falling Inflation — We're Skeptical 17/08/2025

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