The US equity market as measured by S&P 500 is up by just over 2% year-to-date. Compared to this return, most developed European markets in the negative territory with the exception of UK’s FTSE 100 which is up by about 10% since many companies in the index derive most of their revenue from emerging markets which …
Continue reading ‘Blackrock: U.S. Stocks Are Expensive Compared to Foreign Stocks’ »
One of the best time to buy stocks is when markets are volatile. Currently global equity markets are extremely shaky due to uncertainty over the US elections and investors’ fear of the Republican candidate winning the White House. Those who are able to invest new cash in the markets should buy stocks as markets swing …
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Global trade is very important for economic growth. So protectionist trade policies will lead to stunted growth or a recession. Increased global trade has tripled the share of trade in US national income in the past 50 years as shown in the graph below: Click to enlarge Source: November 2016 Trump – another Brexit moment?, The Absolute …
Continue reading ‘On The Relationship Between US Trade and GDP 1960-2015’ »
Stock markets in the US and the world generally tend to perform well in US election years Historical data analyzed by Schroders shows the S&P 500 rose in 9 out of the 11 election years. The MSCI World and FTSE All Share indices gained in eight of the 11 years. Chart – Average Performance of …
Income seeking investors should not prefer tech stocks over utilities even though the former may feel like the best. In this post let me discuss some of the reasons for this view. I came across an article titled “Tech vs. Utilities: Which Is a Better Income Strategy?” by Jeremy Schwartz, Director of Research at WisdomTree Funds. …
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