September 11, 2018

US stocks could see negative effects from Emerging Market underperformance

"We live in an interconnected, networked and flat world – denying the risks of poorly thought out trade policy, the weakness in the Chinese and EU stock markets and the potential contagion from Turkey, Argentina or any emerging market are dangerous based on history and its consequences. Indeed, given global flatness, the odds favor that contagion is less ring fenced today than at any other time in history."

via realinvestmentadvice

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