Timmer: Balancing Act

FIDELITY‘s Jurrien Timmer writes:  From playa decompression to P/E compression As has been the case for a few weeks now, the relative calm of the headline S&P 500 (SPX) masks quite a bit of turbulence underneath. The index is only 1% below its most recent all-time high as earnings continue to boom and margins continue to rise (and credit spreads remain well-behaved). Yet less than half the stocks Read full article →