Western Europe as the “New Emerging Markets”

Posted by

This is a tune I’ve been humming all spring / summer so far.

Nice to see it going mainstream…

From Reuters:

Western European economies are spluttering to life again at last just as emerging markets cool down – confirming one of the investment themes of 2013 and questioning how much financial markets have already discounted these inflection points.

While “sell high and buy low” may be an investment truism subject to myriad valuation and policy caveats, selling equity in cresting economies while buying it in troughing ones is a pretty well-worn global strategy.

Keep Reading:

Analysis: Euro and emerging economies and equities switch tracks (Reuters)

Read Also:

Green Shoots in Europe (I can’t believe I’m saying this out loud (TRB)

This content, which contains security-related opinions and/or information, is provided for informational purposes only and should not be relied upon in any manner as professional advice, or an endorsement of any practices, products or services. There can be no guarantees or assurances that the views expressed here will be applicable for any particular facts or circumstances, and should not be relied upon in any manner. You should consult your own advisers as to legal, business, tax, and other related matters concerning any investment.

The commentary in this “post” (including any related blog, podcasts, videos, and social media) reflects the personal opinions, viewpoints, and analyses of the Ritholtz Wealth Management employees providing such comments, and should not be regarded the views of Ritholtz Wealth Management LLC. or its respective affiliates or as a description of advisory services provided by Ritholtz Wealth Management or performance returns of any Ritholtz Wealth Management Investments client.

References to any securities or digital assets, or performance data, are for illustrative purposes only and do not constitute an investment recommendation or offer to provide investment advisory services. Charts and graphs provided within are for informational purposes solely and should not be relied upon when making any investment decision. Past performance is not indicative of future results. The content speaks only as of the date indicated. Any projections, estimates, forecasts, targets, prospects, and/or opinions expressed in these materials are subject to change without notice and may differ or be contrary to opinions expressed by others.

Wealthcast Media, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. Investments in securities involve the risk of loss. For additional advertisement disclaimers see here: https://www.ritholtzwealth.com/advertising-disclaimers

Please see disclosures here.

What's been said:

Discussions found on the web
  1. Promotional Pens commented on Sep 19

    … [Trackback]

    […] Read More Info here on that Topic: thereformedbroker.com/2013/08/07/western-europe-as-the-new-emerging-markets/ […]

  2. immediate edge scam commented on Sep 28

    … [Trackback]

    […] Here you will find 91527 more Info on that Topic: thereformedbroker.com/2013/08/07/western-europe-as-the-new-emerging-markets/ […]

  3. cuanto cuesta un bitcoin en dolares commented on Sep 30

    … [Trackback]

    […] Find More on on that Topic: thereformedbroker.com/2013/08/07/western-europe-as-the-new-emerging-markets/ […]

  4. Keltec Guns for Sale commented on Oct 14

    … [Trackback]

    […] Read More here to that Topic: thereformedbroker.com/2013/08/07/western-europe-as-the-new-emerging-markets/ […]

  5. Digital Transformation commented on Nov 27

    … [Trackback]

    […] Info on that Topic: thereformedbroker.com/2013/08/07/western-europe-as-the-new-emerging-markets/ […]

  6. ثبت شرکت commented on Dec 25

    … [Trackback]

    […] Info to that Topic: thereformedbroker.com/2013/08/07/western-europe-as-the-new-emerging-markets/ […]

  7. 메이저토토사이트 commented on Dec 28

    … [Trackback]

    […] There you can find 37545 more Information to that Topic: thereformedbroker.com/2013/08/07/western-europe-as-the-new-emerging-markets/ […]

  8. dog food commented on Dec 31

    … [Trackback]

    […] Read More Info here to that Topic: thereformedbroker.com/2013/08/07/western-europe-as-the-new-emerging-markets/ […]

  9. replica watches commented on Jan 07

    … [Trackback]

    […] Find More on that Topic: thereformedbroker.com/2013/08/07/western-europe-as-the-new-emerging-markets/ […]

  10. AEG HKE64450XB manuals commented on Jan 21

    … [Trackback]

    […] Read More on to that Topic: thereformedbroker.com/2013/08/07/western-europe-as-the-new-emerging-markets/ […]

  11. LG L1752S-BF manuals commented on Jan 21

    … [Trackback]

    […] Read More on that Topic: thereformedbroker.com/2013/08/07/western-europe-as-the-new-emerging-markets/ […]

HowIInvestMyMoney