Don’t miss our latest insights. Sign up here for our free newsletter… The most important trends in markets and investing… 1) Equities a) US vs. World ($SPY/$ACWX) US equity relative strength is at new highs. The S&P 500 has gained 27% in 2021 versus 10% for the world ex US ($ACWX). b) US vs. Emerging Markets […]
Don’t miss our latest insights. Sign up here for our free newsletter… The most important trends in markets and investing… 1) Equities a) US vs. World ($SPY/$ACWX) US equity relative strength is at new highs. The S&P 500 has gained 25% in 2021 versus 9% for the world ex US ($ACWX). b) US vs. Emerging Markets […]
Don’t miss our latest insights. Sign up here for our free newsletter… The most important trends in markets and investing… 1) Equities a) US vs. World ($SPY/$ACWX) US equity relative strength hit a new high in August, continuing the decade-long run of US outperformance. The S&P 500 has gained 17% in 2021 versus 5% for the […]
Don’t miss our latest insights. Sign up here for our free newsletter… The most important trends in markets and investing… 1) Equities a) US vs. World ($SPY/$ACWX) US equity relative strength hit a new high in August, continuing the decade-long run of US outperformance. In the past month we’ve seen a slight pullback as international stocks […]
Don’t miss our latest insights. Sign up here for our free newsletter… The most important trends in markets and investing… 1) Equities a) US vs. World ($SPY/$ACWX) US equity relative strength hit a new high in August, continuing the decade-long run of US outperformance. In the past few weeks we’ve seen a slight pullback as international […]
Don’t miss our latest insights. Sign up here for our free newsletter. The most important trends in markets and investing… 1) Equities a) US vs. World ($SPY/$ACWX) US equity relative strength hit a new high in July, continuing the decade-long run of US outperformance. b) US vs. Emerging Markets ($SPY/$IEMG) Weakness out of China has led […]
Don’t miss our latest insights. Sign up here for our free newsletter. The most important trends in markets and investing… 1) Equities a) US vs. World ($SPY/$ACWX) A new high in US equity relative strength was reached this week. Over the last 10 years, US stocks are up 297% versus a gain of only 69% for […]
Don’t miss our latest insights. Sign up here for our free newsletter. The most important trends in markets and investing… 1) Equities a) US vs. World ($SPY/$ACWX) More than a decade long streak of US equity outperformance peaked last September. Since then US relative strength has gone sideways… b) Emerging Markets vs. US ($IEMG/$SPY) Emerging Markets […]
Don’t miss our latest insights. Sign up here for our free newsletter… The most important trends in markets and investing… 1) Equities a) US vs. World ($SPY/$ACWX) More than a decade long streak of US equity outperformance peaked last September. Since then US relative strength has gone sideways… b) Emerging Markets vs. US ($IEMG/$SPY) Emerging Markets […]
Don’t miss our latest insights. Sign up here for our free newsletter… The most important trends in markets and investing… 1) Equities a) US vs. World ($SPY/$ACWX) US stocks have been outperforming over the last 3 months after a relative decline from last September through mid-January. b) Emerging Markets vs. US ($IEMG/$SPY) Emerging Markets have been […]
Don’t miss our latest insights. Sign up here for our free newsletter… The most important trends in markets and investing… 1) Equities a) US vs. World ($SPY/$ACWX) US stocks have been outperforming over the last 3 months after a relative decline from last September through mid-January. The new narrative: trillions in new economic stimulus is said […]
Don’t miss our latest insights. Sign up here for our free newsletter… — The most important trends in markets and investing… 1) Equities a) US vs. World ($SPY/$ACWX) US stocks have been outperforming over the last 3 months after a relative decline from last September through mid-January. The new narrative: trillions in new economic stimulus is […]
Register here for our Webinar on April 1st discussing 6 Long-Term Market Trends that have been showing signs of reversing (replay will be sent to those that register). Don’t miss our latest insights. Sign up here for our free newsletter… The most important trends in markets and investing… 1) Equities a) US vs. World ($SPY/$ACWX) US stocks […]
Back in January, I outlined 6 secular investing trends that were showing signs of a major reversal… Long Duration over Short Duration and Flattening Yield Curve. Large Caps over Small Caps. Stocks over Commodities. US over International. Growth over Value. Tech over Everything. Since then, the reversal of these major trends have continued, and in […]
Don’t miss our latest insights. Sign up here for our free newsletter… The most important trends in markets and investing… 1) Equities a) US vs. World ($SPY/$ACWX) US stocks had been outperforming international equities for over 10 years before hitting a relative peak last September. Since then, we’ve seen international outperformance but the ratio has gone […]
Don’t miss our latest insights. Sign up here for our free newsletter… The most important trends in markets and investing… 1) Equities a) US vs. World ($SPY/$ACWX) US stocks have been outperforming international equities for over 10 years. Last September, this ratio peaked and we’ve seen international outperformance since… b) Emerging Markets vs. US ($IEMG/$SPY) US […]
Don’t miss our latest insights. Sign up here for our free newsletter… The most important trends in markets and investing… 1) Equities a) US vs. World ($SPY/$ACWX) US stocks have been outperforming international equities for over 10 years. In early September, this ratio peaked and started trending lower… b) Emerging Markets vs. US ($IEMG/$SPY) US Stocks […]
1) Equities a) US vs. World ($SPY/$ACWX) US stocks have been outperforming international equities for over 10 years. In early September, this ratio peaked and started trending lower… b) US vs. Emerging Markets ($SPY/$VWO) US Stocks have outperformed Emerging Markets for many years, with the ratio peaking last May. Since then EM has taken a leadership […]
1) Equities a) US vs. World ($SPY/$ACWX) US stocks have been outperforming international equities for over 10 years. In early September, this ratio peaked and started trending lower… b) US vs. Emerging Markets ($SPY/$VWO) US Stocks outperformed Emerging Markets for years, with the ratio peaking last May. Since then EM has taken a leadership role hit […]
The most significant investing trends over the last 10 years can be summarized as follows… Large Caps over Small Caps. US over International. Growth over Value. Tech over Everything. Long Duration over Short Duration (Yields Falling, Curve Flattening). Stocks over Commodities. When Covid-19 first hit the US last February and March, all of these pre-existing […]
The most important trends in markets and investing… 1) Equities a) US vs. World ($SPY/$ACWX) US stocks have been outperforming international equities for over 10 years. In early September, this ratio peaked and started trending lower and last week it hit a 9-month low… b) US vs. Emerging Markets ($SPY/$VWO) US Stocks outperformed Emerging Markets until […]
The most important trends in markets and investing… 1) Equities a) US vs. World ($SPY/$ACWX) US stocks have been outperforming international equities for over 10 years. In early September, this ratio peaked and started trending lower and this week it hit a 9-month low… b) US vs. Emerging Markets ($SPY/$VWO) US Stocks outperformed Emerging Markets until […]
The most important trends in markets and investing… 1) Equities a) US vs. World ($SPY/$ACWX) US stocks have been outperforming international equities for over 10 years. In early September this ratio peaked and started trending lower… b) US vs. Emerging Markets ($SPY/$VWO) US Stocks outperformed Emerging Markets until the end of May after which EM […]