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The last similar period of U.S. dollar strength saw emerging markets outperform the U.S. – and value stocks outperform growth stocks – over the following decade (from Jeff Weniger via Twitter on July 10)…

Posted onJuly 23, 2023July 27, 2023AuthorPorter & Co.

CategoriesEconomics & Markets, Investment ChroniclesTagsInvestment Chronicles

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← Previous Previous post: While the largest companies have been driving the market higher, they’ve also been accounting for a dramatically smaller share of overall earnings (from Christopher Pavese via LinkedIn on July 10)…
Next → Next post: The CBOE equity put-to-call ratio fell to 0.39 this month, its lowest level since November 2021. Like the charts we shared in last month’s “The Five,” this is yet another indication that market participants have become extremely complacent today (from Markets & Mayhem via Twitter on July 11)…

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