Tag Archives: stock market performance

Conditions are favorable for a strong U.S. stock market performance in the fourth quarter of 2014 and into first half of 2015 once the current corrective selling has abated. Here's why.

With both the fiscal cliff and debt ceiling looming, US stocks beginning to trail stocks overseas and the much increased volatility of the US market compared to those outside the United States, it is getting difficult to argue that the United States is still the "safe port" in a storm. Given the changing dynamic, we continue to believe that this is a good time for investors to consider lowering their overweight position in US equities while raising the allocation to international stocks. [I explain my position more fully in this article.] Words: 711