The Bull or the Bear Case for Stocks

"I think where we are in the calendar is the most complicated and most difficult trying to figure out the investment strategy over the next 90 days," he says. If there's more of an earnings recession, I think that correlates to an environment where stocks really struggle and move in a sideways to lower pattern." "We've built in a buy the dip mentality for technology and mega caps," Boulden adds.