The US stock market is in a wait and see mode. The US economy continues to grow, but the Federal Reserve is concerned about trade uncertainty and the possibility of global growth slowing. The Federal Reserve is now forecasting a rate cut in 2020. This is a very large shift from Q4 2018 where the […] Read the full article…
Jeff Gundlach, CEO of DoubleLine Capital, covered his outlook for the markets in his annual webcast on Tuesday. The webcast covers a wide range of topics including the economy, inflation, interest rates and fixed income and equity market outlooks. He presents dozens of slides to illustrate and back his convictions. I’ll highlight his key forecasts […] Read the full article…
Stock market returns for US stocks, international developed stocks and emerging market stocks through November are all above 20%. Now is a good time to update our relative value analysis for various equity asset classes and US vs. international markets. In this review, I am going to introduce a new relative value analysis model that […] Read the full article…
For the first time since 2009, it looks as though foreign stocks will beat the S&P500. The MSCI ACWI Index ex US is up 23.42% through November compared with the S&P 500 Index at 20.49. It is a good time to reexamine international investing and it’s place in your portfolio. Let me start with […] Read the full article…