1.$Trillion Dollars in Stock Buybacks…Record.

Buybacks certainly helped in the afternoon – With today’s buyback announcements, value announced so far this year now above $1 trillion, highest yearly figure ever … even backing out Apple’s $100 billion announcement this year, 2018 is still the highest on record

From Dave Lutz at Jones Trading.

BUYBACK ETF PKW Trailed S&P All Year.

www.yahoofinance.com

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1.November Sector Performance.

From Dave Lutz at Jones.

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1.Five Year S&P +52% vs. MSCI EFA (developed market)-5%.  S&P Trading 25% Above Median P/E vs EFA 10% Below Median.

S&P vs. EFA 5 Year Chart.

www.yahoofinance.com

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1.2018 –Another Look at Tough Year for Diversified Portfolios

If the year ended today, it would be the worst year for global diversified portfolios since 2008.

https://twitter.com/charliebilello/status/1067456096464449542
Found at Abnormal Returns Blog… www.abnormalreturns.com

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1.History of Fed Tightening Cycles.

From DAVE LUTZ at Jones.

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