Market Factors: One more reason why U.S. stocks are not compelling right now


Source: theglobeandmail.com theglobeandmail.com

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In this edition of Market Factors, I’ll explain why I’m in no hurry to buy U.S. stocks, will take a look at the early trend of humanoid robots in every home, and today’s diversion covers deep sea mining. Equities U.S. stocks NOT compelling Global investors are either losing faith in the U.S. as a serious country or warning they are about to - but that’s not a new story at this point. A new data point, courtesy of BofA Securities head of quantitative strategy Savita Subramanian, is that U.S. Treasuries should be yielding much higher. More specifically, historic ratios imply...