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Category: International (Non-US)

Don’t Give up on International Markets: Dollar Chart

November 3, 2023 Brian Gilmartin Leave a comment

Good chart from Gary S. Morrow (@garysmorrow) showing the dollar backing away from stiff resistance, which is happening just in…

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Posted in: EMXC, International (Non-US), Oakmark International

Bond Market and International Annual Returns

September 3, 2023 Brian Gilmartin Leave a comment

Click on the above spreadsheet table and readers will get an enlarged look at various bond market asset class “annual”…

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Posted in: annual return, Bond Market(s), International (Non-US), Oakmark International

Style-Box Update: 5/15/23 – Growth Resumes Outperformance / Don’t Forget Non-US / Russell 2000

May 16, 2023 Brian Gilmartin Leave a comment

The above spreadsheet shows the relative performance of the various US equity market asset classes, starting with large-cap growth and…

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Posted in: International (Non-US), IWM, Russell 2000, Style analysis

International & Non-Us Presents Real Opportunity / US Dollar Should Continue to Weaken

April 20, 2023 Brian Gilmartin Leave a comment

International / Non-US investing has been so out-of-favor for so long, a recent conversation with a long-time friend who has…

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Posted in: International (Non-US), Oakmark International, US Dollar

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

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