U.S. Elections 2024 & Fiscal Repair: Taxes, tariffs or a third choice?
By: David Bianco
A long year ahead and opportunity cash now pays interest: Be patient!
Younger investors might have been caught off guard by the recent outperformance of European stocks versus their U.S. peers. We think it may well continue.
The danger of recession is more evident now in market valuations but not in earnings forecasts