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Sometimes there seems to be an overwhelming sense that the economy continues to struggle. And yet, many metrics are very positive and investors have done well investing in the US market. This is an interesting podcast articulating clearly why one should feel good about the economy and its' near term outlook. Not sure that I've read anything in the press that has managed to explain so clearly the argument for glass half full.
Half Full: The Case for Remaining Invested in US Equities: " US equities have returned nearly 300% since the trough of the global financial crisis, and now sit at historically high valuations. Sharmin Mossavar-Rahmani, chief investment officer of Private Wealth Management at Goldman Sachs, says that high valuations alone are not enough to warrant underweighting equities. What’s important is context: she explains her optimism towards the US economy, as well as the potential risks to her views."
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