Monday, March 10, 2025

US Equities - A Reality Check

The Mounting Case Against U.S. Stocks
Worries about a trade war, signs of flagging growth and splinters in the AI trade are pressuring U.S. shares.
 
Markets Finally Woke Up to Tariff Reality. Is This a Buying Opportunity?
https://www.wsj.com/finance/stocks/markets-finally-woke-up-to-tariff-reality-is-this-a-buying-opportunity-91de2561
Your correspondent remains torn, but if you believe in the Trump pitch, now might be a time to take a swing. 
 
Stock Investors Go on Defense with Dividends
https://www.wsj.com/finance/stocks/dividend-stocks-market-swings-strategy-d8301d88
Some investors are sheltering from market swings in shares of companies with high payouts. 

International-Stock Funds Finally Wake Up
https://www.wsj.com/finance/stocks/international-stock-funds-gains-0aac6baf
February was a rare struggle for U.S. funds compared with their non-U.S. counterparts. Plus: A Financial Flashback to 25 years ago, when NASDAQ surpassed the 5000 mark.
 
Does Dollar-Cost Averaging Work? Here’s What the Numbers Say
https://www.wsj.com/finance/investing/dollar-cost-averaging-e8ffd8df
The popular investing strategy performs well during rising markets, but it lags behind another strategy during down markets.