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…