Global Divergences

| September 19, 2018
Share |

In the Chart of the Day, I have been telling clients/prospects/friends/neighbors/anyone who will listen about the massive divergence in global stock market returns this year.

After 2017 when it seemed ‘everything worked except the US Dollar’ we are now seeing this divergence play out in real time.

I have been harping on this point for months as most stock markets abroad are down for the year and some are down big, such as China -25% since January.

Imagine if the US stock market was -25% since January? You would have absolutely heard about the bear market. But when it happens a world away – not so much.

So what does this mean?

At some point Mean Reversion will kick-in and these trends will converge.

Time has a way of correcting things!

 

Stay Tuned, Disciplined & Patient! {TJM}

The Investor & Character Equation (ICE) | S + R = O

 

IMPORTANT DISCLOSURE INFORMATION
Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Meyer Capital Group-“Meyer”), or any non-investment related content, made reference to directly or indirectly in this blog will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this blog serves as the receipt of, or as a substitute for, personalized investment advice from Meyer. Please remember that if you are a Meyer client, it remains your responsibility to advise Meyer, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services. To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. Meyer is neither a law firm nor a certified public accounting firm and no portion of the blog content should be construed as legal or accounting advice. A copy of the Meyer’s current written disclosure Brochure discussing our advisory services and fees is available for review upon request or at www.meyercg.com. Please Note: Meyer does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Meyer’s web site or blog or incorporated herein, and takes no responsibility for any such content. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

Share |