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Parsing Yesterday’s Stock Market Slide

Article By:
James Picerno
Thursday, October 11, 2018 9:10 AM EST
No one knows if yesterday’s 3%-plus plunge in US equities is noise or the start of an extended decline. What we do know is that the slide wasn’t entirely unexpected given the strong relative and absolute performance of US stocks in recent history.
EC US Stocks Are Outperforming Everything – By A Wide Margin

Article By:
James Picerno
Thursday, August 30, 2018 9:03 AM EST
The US equity market has had a volatile year, but the higher risk has paid off… big time.
EC Equity Reallocation Between US, Developed And Emerging Markets

Article By:
Richard Shaw
Monday, January 8, 2018 12:05 PM EST
We have been strongly overweight US stocks within the equity allocation for years, and that has been beneficial; but now evidence suggests that greater opportunity lies in other parts of the world.