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Investors Should Pay Attention to the Foreign Materials and Energy Sectors, They Are Fast Becoming Leadership

We’ve been talking at length recently about the attractiveness of foreign, cyclical stocks here, here, here, and here just over the last month. While foreign developed markets are attractive, emerging markets are especially attractive from a valuation perspective and are also benefiting from what we think is just the beginning of a persistently weak US dollar environment. […]

Looser Financial Conditions Should Support Economic Growth and Stocks in the Second Half

Proxy metrics for financial conditions from the US dollar, to interest rates to corporate bond spreads have been loosening since June and suggest continued moderate economic growth in the second half of 2017 and a firm equity market. In this post we’ll briefly highlight how these measures of financial conditions point to a firmer manufacturing […]