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Category: International (Non-US)

StyleBox Update: Value Still Outperforming Growth; International and Non-US Ripe for a Weaker Dollar

January 2, 2023 Brian Gilmartin Leave a comment

2022 was the first year since 2016 that value investing thoroughly trounced growth investing. Click on the above table and…

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Posted in: International (Non-US), Style analysis

Style-box Update: Value Had a Strong Six weeks, So did EqualWeight

November 16, 2022 Brian Gilmartin Leave a comment

  Please excuse the excel spreadsheet, but it’s the easiest way for me to track the data and keep it…

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Posted in: Emerging Market ETF's (EEM, Emerging Markets, International (Non-US), Style analysis

Don’t Forget Emerging Markets / International For Your Portfolio

February 15, 2021 Brian Gilmartin Leave a comment

Although the speculative fever isn’t there like the late 1990’s, the fact is the “average, annual” returns of Emerging Markets…

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Posted in: EEM, Emerging Market ETF's (EEM, Emerging Markets, International (Non-US), VWO)

Financials and Emerging Markets: Non-US Return Disparity Worth Noting

January 11, 2021 Brian Gilmartin Leave a comment

In the SP 500 Earnings Update Friday night, while talking about Financial stocks reporting this week, a few important tables…

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Posted in: Emerging Market ETF's (EEM, Emerging Markets, Financial sector, Financials, International (Non-US), Oakmark International

How Client’s Are Positioned for Q4 ’18

October 15, 2018 Brian Gilmartin Leave a comment

  Since this blog’s last update on portfolio positioning in early July ’18, the weightings of the positions have changed…

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Posted in: Apple (AAPL), Emerging Market ETF's (EEM, Emerging Markets, International (Non-US), Portfolio Allocations and Weights

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Fundamentalis

  • SP 500 Earnings: Revisions Becoming Less Negative (?) / Megacap Week / Top 10 Holdings
  • SP 500 Earnings: Weakness Expected Through Mid-2023
  • SP 500 Earnings: Don’t Ignore What’s Happening with 2H ’23 Quarterly Estimates
  • Part I: Big Banks and other Financials Report this Coming Friday, January 13
  • 4th Quarter SP 500 Earnings / Guidance: Is There Any Reason for CEO’s to be Optimistic ?

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