If this shift in preference occurs, US stocks are poised to outperform foreign markets in the years ahead.
We plan to turn bearish from neutral on US stocks when that happens.
The US economy expanded 2.5% that year and 3.7% the following, while US stocks rose 38% and 23% respectively.
Separate data also from Markit, and released before US stocks opened, showed US manufacturing activity fell for the second straight month in May.
The report on the Ifo business-climate index, which showed a climb to 107.4 this month from 104.3 in January, helped boost US stocks early Friday.
On average, our top 5 US Billionaire stocks yielded an impressive return of 84.1%, whereas the bottom 5 US Billionaire stocks lost a dismal -40.4%.
Yes, deposits in Chinese banks, and in recession-proof US stocks.
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The euro will be no worse off than the dollar in the long run, and those companies are selling at a significant discount to US stocks relative to earnings.
Since individuals, mutual funds, pension funds and hedge funds have all been net sellers of US stocks recently, company buying is the only reason stocks are not lots lower in.
Clearly, the markets continue to perceive that Europe is a much riskier place to invest than the US. For example, based on equity market valuations European stocks sell at a substantial discount to US stocks.
Despite the strong push from most to stick with US stocks, some of the other world markets are acting better and should be watched closely as they may present the best opportunities for 2013 .
The Dow Jones industrial average, the most closely watched index of US stocks, has fallen sharply in value since the election took place - dropping 231 points on Friday alone as legal battles over the US electoral began.
They know it, so attempts at major legislation have tended to crowd in the first two years hence stock returns on average have been more variable then. (For US stocks, but the pattern largely holds for global stocks.) There have been plenty of big double-digit positive years in years one and two, but the variability drags down the averages to 8% and 9% respectively.
Last week Gary Shilling told us that stocks are at least 25% overvalued.
Now that Tax Day is behind us, stocks should go up, for at least the next couple of weeks for three reasons.
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Of course, US financial stocks were also hit, with the Select Sector SPDR Financial ( XLF) at its lowest level since July 2009.
The American Petroleum Institute has announced that for the week ending April 15th, US combined stocks of crude, gasoline and distillates fell by 4.53 million barrels.
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Despite generally good news for the US economy, stocks closed lower for the week.
While a precipitous decrease in long-term rates pushes PE higher, as money moves out of US Treasuries into stocks.
Once again, we used the Worldscope fundamental and Thomson First Call earnings estimate databases and software from FactSet Research Systems to help us find foreign stocks.
There are more than 23 million families in the US who own stocks and 129.4 million individuals in the U.S. who own smartphones, according to a Comscore report.
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Investors, for instance, who picked up the stocks of major US banks in the middle of the 1990-91 banking crisis fared extremely well, as the stocks of these banks soared once the crisis was over.
In 2007 the financial stocks gave us the clues we needed to protect ourselves for what was coming.
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What history does tell us is that both stocks and bonds still play a role in your portfolio.
FORBES: How Have Bonds Outpaced Stocks Over The Last Three Decades?
More important to us, will Japanese stocks continue to rise after December 16, when this scenario becomes a reality?
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Do the 1970s have something to tell us about politics, stocks and start-ups?
Energy stocks give us slightly lower yields, but with higher appreciation potential.
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