1.U.S. Markets Trading at a Premium vs. Developed International for a Reason.
Equity Markets: US Q1 corporate earnings growth has outperformed that of other developed economies (EAFE).
Source: Credit Suisse
1.4-Week Treasury Bill 10 Year Chart…Sideways for 8 Years then Hockey Stick.
1.Growth Advantage Over Value Continues in 2018.
S&P 500 Growth Index +1.78% vs. S&P Value -3.62%
Large cap value stocks have been underperforming since August 2006.
1.60% of the Money Made in S&P During the Last 4 Years Came From Only Seven Stocks.
Look at the chart below; 60% of the money made in the S&P 500 during the last four-plus years came from only seven common stocks.
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