An article in Morningstar by John Rekenthaler looks back at American stocks over the last 50 years to assess whether the recent exceptionalism displayed in U.S. stocks goes back further…
Tag: U.S. Stocks
More Dark Days for Dollar as U.S. Stocks Outperform
As investors continue to react to the effects that “massive American equity-market gains” are having on their portfolios, the dollar’s weakest quarter in a decade may get worse. This according…
Stock Market Legend Grantham Calls Crisis the “Real McCoy”
In a recent interview with CNBC, investing legend and GMO co-founder Jeremy Grantham “painted a very dire picture of the investment landscape in the U.S.” according to an article in…
Oxford Economics: U.S. Stocks Expensive
U.S. stocks are expensive no matter how you slice is, says Oxford Economics, and could “come under pressure as geopolitical tensions escalate.” This according to a recent article in Bloomberg.…
A Formula to Explain the Great Decade for Stocks
A recent Fortune article by Ritholtz Wealth Management’s Ben Carlson argues that the past decade’s strong stock performance has been “almost exclusively driven by fundamentals, much to the chagrin of…
U.S. Stocks Outperform the Rest of the World
U.S. equity shares are trading at their “highest premiums to international shares in years, reflecting bets among investors that the domestic economy will keep powering past its peers around the…
U.S. Investors Return Home as Global Growth Wanes
Economic worries overseas are leading investors to return to U.S. stocks, according to a recent article in The Wall Street Journal. The article reports that recently, global stocks have underperformed U.S.…