by Charles Bilello, Pension Partners In a little over a month, the S&P 500 has declined more than 11%, giving back all of its gains on the year. ...Read more 0
by Urban Carmel, The Fat Pitch Summary: Although US equities are up about 2% in 2018, Europe is down 10% and emerging markets are down more than 15%. ...Read more Comments Off on The US, usually regarded as the safest haven, should underperform. Europe, the most hated region, is likely to outperform.
by Jeffrey Kleintop, Senior Vice President and Chief Global Investment Strategist, Charles Schwab & Co., Inc. Key Points Economic growth for many of the world’s biggest economies is ...Read more Comments Off on Should You Invest In The Only Country Planning Stimulus In 2019?
by Kent Hargis, Chris Marx, Sammy Suzuki, AllianceBernstein Recent volatility reminds us that new risks are testing standard defensive equity strategies. Portfolios that offer downside protection need to ...Read more Comments Off on Market Sell-Off Shows Risk Is a Moving Target
In recent years, US market strength has lifted markets globally, despite recent bouts of market volatility. According to Templeton Global Equity Group, that US market strength has led ...Read more Comments Off on Finding Value among Stretched US Valuations, Market Dislocations
GOLDMAN SACHS GROUP INC (GS) NYSE - Nov 13, 2018 SIA Charts Daily Stock Report (siacharts.com) The SIA Daily Stock Report utilizes a proven strategy of uncovering outperforming ...Read more Comments Off on GOLDMAN SACHS GROUP INC (GS) NYSE - Nov 13, 2018
In last Tuesday’s technical update, I discussed why a rally last week was highly probable from a psychological, technical, fundamental, and seasonal perspective. However, the key message of ...Read more Comments Off on The Tailwinds To The Bull Market Have Shifted
After October’s sharp market declines, many investors might think US stocks look relatively cheap again. But equity valuations require closer scrutiny, and earnings metrics might be distorting the ...Read more Comments Off on Smoke and Mirrors: Earnings Flatter US Stock Valuations