Global

Methodology for the new screen and the Dividend Sustainability Rank are discussed in detail. Dividend strategies continue to gain popularity, as equity investors grapple for yield.

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MSCI Index very undervalued, as the recovery off the March 2009 lows has left valuations still near prior bear market lows. Relative to foreign markets, the U.S. looks expensive. This is why we continue to maintain a healthy exposure to foreign stocks…especially emerging markets.

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We examine the relative importance of country effect vs. sector effect within four regions: Europe, Eastern Europe/Middle East/Africa, Asia Pacific ex-Japan ex-China, and Americas ex-U.S.

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Return On Equity (ROE) has been performing well as a quality factor on a global basis over the last six to twelve months.

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A popular buzz word in recent months is “decoupling”, often used in building a case for investing in fast growing foreign stock markets even though the U.S. economy is entering a phase of minimal economic growth or recession.

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Half time update. Leuthold looks back at December 2005 predictions. Additional comments on Inflation, Corporate Earnings, The Dollar, Oil Prices, Gold, and Federal Budget Deficit.

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U.S. market ranks as fifth most expensive market based on comparisons to 44 countries from around the world.

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Main Street’s rush into international stock funds could be foreshadowing tougher times ahead for foreign markets.

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Savvy U.S. professional investors have been buying foreign stocks for a number of years now. Somewhat more recently, pension funds have been focusing on foreign diversification. Now, in 1993 mutual fund investors have become increasingly enamored with foreign stocks.

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Welcome Scott Archer.... More Bank Troubles and Write-Offs.... U.S. Banks Played Key Role in Oil Bath, Real Estate Debacle, Third World Loans and Busted LBO’s.... America As The “Center” Of the World Economic Universe.... Australia/New Zealand Update

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