Europe

May 18, 2017

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Money Keeps Flowing Into European and Emerging-Market Stocks — Here’s Why We began to get bullish on European and emerging-market stocks a few months ago.  Now major financial media are joining us, citing the same data we’ve observed: a broad...
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Market Summary

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Market Summary   In the last few weeks, U.S. and world equity markets have exhibited the greatest period of weakness since January because of concerns that President Trump’s tax cuts and infrastructure spending will be delayed or abandoned — and...
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March 30, 2017

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We See Opportunities Across the Atlantic Our basic view on the U.S. market remains positive.  As we’ve written in recent letters, we believe that the post-election rally doesn’t just reflect the optimism of businesspeople and consumers about positive developments in...
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Febuary 09, 2017

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Market Summary We are bullish on the U.S. but cautious in most other markets. At any time, a correction may begin in the U.S. market as political battles slow down the agenda of tax cuts and deregulation proposed by the...
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August 26, 2016

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Market Summary Pundits Are Wrong Again: Europe Continues to Grow post-Brexit Prior to the Brexit vote, many pundits were pushing the narrative that Brexit fears would create a big decline in business’ expansion plans.  They believed that the fear of...
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July 29, 2016

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Market Summary We are bullish on the U.S. market for the next few weeks, and suggest buying on dips in August.  Although the market is not cheap, the U.S. is a haven for money leaving Europe because of Brexit and...
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July 14, 2016

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Reaching the Top of the Wall of Worry Source:  Bloomberg   As we head into the June earnings season, the S&P 500 has finally rallied above the all-time high set in May of last year. In our letter on June...
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July 07, 2016

Market Summary The Brexit vote and the rise of anti-E.U. parties in Europe show that big changes are underway. Europe The coming changes will be more pronounced in Europe than in the U.K., although the U.K. will also suffer volatility...
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June 30, 2016

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Brexit — What Does It Mean?  The British electorate has chosen to leave the European Union.  This will not be instantaneous, but will take a few years to be completed. Some people view this as a political issue: Britain is...
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June 16, 2016

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Polls, Polls, Everywhere, and Not a Drop of Certainty Markets are possessed by Brexit fears.  The market selloff that began last week may have been prompted by dramatic poll data showing the “leave” vote pulling  ahead of support by Brits...
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