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“The market is focused on earnings and companies are hitting their targets. I don't see that anything has gone wrong for the stock market at all.”
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“Earnings still look good and overall economic growth is still moving in the right direction.”
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“First-quarter earnings seem to be very much in line with expectations.”
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“Earnings growth and economic growth are strong enough to drive stocks higher, even if interest rates continue to rise. We're absolutely fully invested. We think commodities stocks are a good place to be.”
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