Below is a synopsis of this investment report:
- The data suggest that the U.S. has experienced a rise in exports since 2005, and we feel that this is just the beginning of a long secular trend to bring manufacturing back to the U.S.
- The main driver of resurgence in domestic manufacturing has been the significant cost advantage for facilities and plants located in the U.S. vs. other developed export economies.
- The net result of this trend is a material decrease in unemployment, rising consumer spending and stronger economic growth which further supports our secular bull market thesis for equities.
For full access to the investment report titled “U.S. Manufacturing – The Unsung Hero”, please contact us.