No change to annual outlook. S&P 500 target remains 8100. Favorite sectors: Information Technology, Communication Services, Consumer Discretionary, Industrials, Financials.

These sectors have been hurt since the market top around January 27th. Believes markets will get back to business.

Markets remain sensitive to Middle East news flow day-to-day, but today's news justifies a rally.

As intermediate-to-longer-term investors, they look beyond current events. Notes the Middle East situation is extraordinary and involves major regional allies on 'our side'.

Expects to hear positive things from many companies and plenty of positive surprises.

Cites management experience navigating past crises (financial crisis, COVID, supply chain). Notes initial earnings growth looks very good overall, though mixed. Expects continued good growth.

Obsession with keeping durations shorter rather than longer is the right thing.

Due to stickier-than-expected inflation and exasperation from higher oil prices, which will take longer to work out but resolve sooner than bears expect.

Sees fixed income as a great diversifier and means for current income. Tax-free looks attractive in high-tax areas.

They are overweight equities, but fixed income provides diversification.

Yes, based on the resilience shown over the last two years with few cuts after many hikes.

The economy and job growth have shown remarkable resilience, even if slowing. The operative word is resilience, not robustness.