Fritz Meyer Economic Update, December 2018

excellent but the last answer (about overseas or US positions) could have been clearer. I don't think anyone on the webinar is contemplating cutting US stocks and piling into international and/or emerging. Yes, international valuations always are lower. Still, does it make sense to be overweight US stocks (still) and underweight international? If so, by how much? Just curious about Fritz's idea - not seeking a specific answer to an impossible-to-answer question.

The initial outline of the top 3 considerations currently in the financial news was a great way to begin the webinar today. Federal Reserve, Tariffs, Economy. This is especially true since all 3 topics have been over-hyped by the media endlessly over the past few months. Fritz, as usual, successfully and without too much fanfare, refutes all of the media nonsense. And for this, we are very appreciative to him. And thanks to Andy for the usual great organization and moderating.