Obviously when you're evaluating a dynamic issue, you need to gather information from multiple sources, including sources your disagree with. You need to get as close to complete information as you can.
That said, it is also sometimes useful to look for the simplest answer. When we look at what is happening in the economy right now, the simple solution is probably the following:
For 7 years, the Fed has kept bonds bid and forced investors into risk assets. That included equities. Now that the Fed is raising rates and implementing quantitative tightening, bonds (treasuries) are able to move down (yields going up). This makes shorter term government bonds more attractive. Some conservative investors that were forced into equities after the Fed began quantitative easing, will start to eye 10 Yr Treasuries. The yield plus safety is hard to pass up for these investors. As a result, there will be downward pressure on equities.
So what does that simple answer mean that stocks can't go up? No. It means that there will be a battle between earnings growth and bond yield appeal. It will likely be a bumpy ride until the end of this economic cycle.
Founder of a fee-only, ethical investing firm. We specialize in assisting millennials tired of traditional financial advisers.