Writing about what might happen in the market’s future isn’t without risk. Nobody gives you a magical crystal ball when you become a strategist.

But here’s the thing. There are signals—based on empirical data—that, when interpreted properly, give investors a useable roadmap to what the future will likely hold for stocks, for example. We’re all about the data.

I’m going to give you five of them here which together point to a gain of about 12% over the next six months for equities. I believe investors should be more aggressive buyers right now and here’s why, followed by some 15 “asset light” stock ideas.

The S&P 500 index fell a breathtaking 7% in the 4 days following the July 31 FOMC meeting and the plunge in the US 10-year note yield to below 1.70%. Indeed, it triggered a global market sell-off (panic?). For more on this, see page 6.

As they always do after such big moves down, the doom prophets emerged from their bear caves, some pointing to 2019 as approaching its own “Lehman moment.” The plunge in US bond rates is certainly not welcome (sign of disinflation, and even credibility issues for Fed); the 10-yr was 1.32% in 2016 after the surprise Brexit vote, so this is not ‘new ground.’

However, investors ignore at their own peril t...

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