Quick Thoughts
February 28, 2018
Time to consider commodity stocks as late cyclical play and inflation hedge. Witness very interesting chart below
February 28, 2018
International stocks offer much higher dividend yields than US stocks. The gap is wide relative to history indicating attractive value.
February 28, 2018
Interesting chart showing that exposure to commodities can be an effective way to protect against inflation
February 24, 2018
Contrast Capital Monthly Valuation Update
February 24, 2018
International stocks are attractive valued. EAFE discount to S&P is at nearly 3x the 10 year avg.
