David Fleer
Bristlecone Value Partners, LLC
12301 Wilshire Blvd., Suite 320
Los Angeles, CA 90025 USA
Work 1-877-806-4141
www.Bristlecone-VP.com


4th Quarter Review: American (equities) First

January 26th, 2017

U.S. equity markets pushed broadly higher in Q4 and for calendar 2016, boosted by investor optimism that President-elect Trump’s administration will usher in a wave of business-friendly initiatives including reduced government regulation and lower corporate tax rates. For the first time in 17 years, all three headline domestic indexes (Dow 30, S&P 500, and Nasdaq), finished the year at simultaneous record highs. In a reversal from last year, the strongest returns in 2016 came from Small Cap and Value stocks, as summarized in this heat map of US fund category returns from Morningstar: Read the rest of this entry »

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