The Wise Investor Show

On this week’s show, The Wise Investor Group discussed how to think about earnings in boom and bust cycles. Earnings have detached from their relationship to GDP and we have to consider both mean reversion and what it means for valuations. Markets can stay cheap or expensive for extended periods of time, but they do inform forward looking returns. Better values may be had outside the U.S., particularly in Emerging Markets. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics. To reach Simon Hamilton, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.