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The real reason for the market selloff—commentary – CNBC.com

Market dilemma: Accurate government data
Discussing today’s weak retail sales data and Obamacare’s impact on the overall economy, with Kim Caughey Forrest, Fort Pitt Capital Group; Keith Fitz-Gerald, Money Map Press; Kenny Polcari, O’Neil Securities; and CNBC’s Steve Liesman.
Investors are getting hit from all sides — the World Bank cut its global growth forecast, oil and other commodities are under more […]

'Stealth correction' could cause quite a stock market ride – CNBC.com

Read More’Sell in May’-is it on or off?: Kenny Polcari Michael Hartnett, chief market strategist at BofAML, believes an improving macro environment coupled with high cash levels and diminishing geopolitical threats will lead to an “irrational exuberance” run that will catch fire during the summer. The best trades, Hartnett said in a note, will […]