Fritz Meyer Economic Update, February 2019
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5.0 |
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Great stuff. Fritz touched on something I've been questioning recently.
I would love if you could get a Fritz and Craig in a joint "non-US and commodities 'smack down'" webinar.
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Fritz is way off about the international equities. He is making this call at after 10 years of US markets outperforming foreign. The 10-year period of 2000 through 2009, international stocks crushed US stocks. All top academic thought supports foreign investment. The US is only 50% of the worlds equity markets... Very disappointing to hear Fritz say these things...
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Enjoyed his comments about the impact of foreign holdings in the portfolio.
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Great webinar!
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Mic drop. Perhaps Fritz to speak to E. Fama & others @ DFA instead of Craig. Please keep this discussion rolling - don't just sweep it under the rug.
RE: ratings above:
1-Effective? as always, Fritz = yes
2-Objectives met & time appropriate? Much less on economy this month & (elephant in the room) much more on investing - not nearly enough time to cover both & to take questions.
3-Prereqs? I'd have liked some warning we'd be going there to do some pre-thinking
4-Relevant? "economic update"=50:50
