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November 4 2013

A Subtle But Crucial Data Point

Investment Ideas

Below is a synopsis of this investment report:

  • A key component to our secular bull thesis on equities is the overall strength and direction of the U.S. economy.
  • As third quarter earnings wrap up, small cap stocks have significantly outperformed large cap stocks on the back of solid earning – an important leading indicator for our economy.
  • Given the setup for a slow and steady rise in equities, we strongly urge investors to continue to focus on the long-term fundamental drivers of stocks rather than media-driven, short-term noise.

 

For full access to the investment report titled “A Subtle But Crucial Data Point”, please contact us.

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