Investing Topics: Economy

Tis the Season

By Elliott H. Gue on Nov. 22, 2017

Since 1950, the S&P 500 has logged a positive return between Nov. 15 and the end of the year 82 percent of the time. There are, however, a few measures we’re watching for weakness and opportunity.

Investment correlations that favored passive investment strategies are likely to break down while the bull market nears its end, favoring strong pickers. Look to emerging markets for some of the best opportunities.

Gold’s Reactions to New Economic Enthusiasm

By Elliott H. Gue on Nov. 25, 2016

Gold prices initially surged on the news of Trump's triumph, but the yellow metal sold off in subsequent trading sessions to about $1,200 per ounce. An uptick in economic growth and inflation from fiscal expansion would take pressure off the Federal Reserve to be the sole engine of economic growth, which could result in two potential outcomes for gold.

Declining Potential

By Elliott H. Gue on Oct. 10, 2016

A quick review of productivity and wage-inflation theory explains the difference between the current slow-growth period and previous bull markets. It’s time to be cautious and be ready to take action if the Federal Reserve increases rates.

Through the Kaleidoscope: A Look at the Multifaceted Global Economy

By Yiannis G. Mostrous on Dec. 12, 2015

Our cautious outlook for international markets suggests that investors should look before they step when allocating capital in 2016.

European Opportunities

By Yiannis G. Mostrous on Jul. 22, 2015

An inordinate focus on Greece’s fiscal woes has distracted from Europe’s improving economy, setting the stage for a potential re-rating of Continental equity markets.

What Lies Beneath

By Elliott H. Gue on Jun. 15, 2015

The S&P 500’s flat performance this year belies a number of major market and economic trends that investors can ride to profits. These key themes will inform our investment strategy as we continue to assemble our shopping list for a potential pullback in the stock market.

European Equities: Staying Positive amid the Storm Clouds

By Yiannis G. Mostrous on Mar. 11, 2015

European equities have delivered impressive total returns this year on a constant-currency basis, but currency headwinds have eroded these gains for US investors. We take profits on previous picks, update our outlook for the EU economy and highlight some new favorites.

Asia 2015: The Year of Reforms

By Yiannis G. Mostrous on Jan. 15, 2015

The long-term growth story for Asia’s emerging markets will gain support from reform efforts under way in China, India and Indonesia. Reasonable valuations in these equity markets create a decent entry point for patient investors who take the long view.

Elliott Gue’s Capitalist Times Radio – Episode 3

By Elliott H. Gue on Nov. 13, 2014

In this week's radio show, we look at Japan and highlight one of our top picks in this equity market. CPA Amory Bodin explains the ins and outs of MLP taxation.