It is easy for investors to see economic news, like unemployment or GDP data, and get worried or excited about the impact that it will have on their investments. But there is something that many investors don’t realize. The stock sector is not the economy, and the economy is not the stock sector.
Referenced in this video:
– Inverted Yield Curves and Expected Stock Returns: https://famafrench.dimensional.com/media/467645/inverted-yield-curves-and-expected-stock-returns-july-28-2019.pdf
– Is Economic expansion Good for Investors?: http://csinvesting.org/wp-content/uploads/2015/05/Jay_Ritter_paper_14_August-Economic-expansion-and-Stock-Returns.pdf
– Earnings expansion: The Two Percent Dilution: https://www.researchaffiliates.com/documents/FAJ-2003-Two-Percent-Dilution.pdf
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