Top Fund Manager Still Likes US Stocks — And EU Exporters

In a rare interview, top fund manager Mark Yockey says he thinks US stocks are still “really attractive,” and talks about the game-changing impact of the surging dollar and tumbling commodity prices.

Yockey tells WealthTrack that while the US market has tripled since 2009, factors like excellent corporate profitability, low interest rates and inflation, and corporate buybacks are making many US equities very good buys. “I know prices have gone up, but they still seem to us to be in the reasonable range,” he said. Yockey also talks about why he thinks big banks are good bets, and why the dollar’s rise and commodity price declines have him very bullish on European exporters.

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