Rosen: "We're in a Bull Market Until Proven Otherwise"

• Despite low investor sentiment, the economy is strong with corporate profits and profit margins at record levels.
• High oil prices and rising 10-year Treasury yields are unlikely to dramatically impact corporate profits or the broader economy.
• Every market dip is a buying opportunity as long as corporate profits remain robust.
• Diversification across asset classes, geographies, industry sectors (including healthcare), capitalizations, and styles is recommended for safety.
• The market is currently in a bull market until proven otherwise, with Q3 earnings expected to exceed expectations.

Michael Rosen maintains a bullish outlook on the stock market, emphasizing strong corporate profits and healthy economic fundamentals despite low investor sentiment, high oil prices, and rising bond yields. He views current market pullbacks as normal volatility and buying opportunities, advocating for broad diversification.