If global investors fall out of love with U.S. equities, it could spell trouble for the dollar
Original Report
Valuation arguments and earnings momentum favor the rest of the world and emerging markets over the U.S.
Glass House Analysis
Corporate decisions reverberate through local communities—a merger might mean headquarters relocating, a restructuring could eliminate jobs, and strategic shifts affect suppliers and service providers in countless towns. Behind quarterly earnings numbers are real employment decisions, investment choices, and community impacts that shape the economic landscape of regions across the country.
The implications extend beyond the immediate news cycle. Every economic development creates ripples that affect employment, prices, and opportunities in ways that may not be immediately visible but are deeply felt. By tracking these connections, we can better understand how the economy truly works—not as an abstract machine, but as a human system shaped by and shaping the lives of millions.
Enjoyed this analysis?
Get the Glass House Briefing every morning—market news that actually makes sense, delivered free to your inbox.
No spam. Unsubscribe anytime.
More Stories
Columbia University says DHS detained student after making 'misrepresentations'
The student was taken by Department of Homeland Security officials from a university-owned residential building in the morning.
Thursday assorted links
1. What is a building permit worth? 2. The ground crew culture that is German. 3. “Using event study analysis, we show that music streaming – an indicator for smartphone use, where streaming most...
If you can’t beat the market, you’d better hope it tanks
Investment professionals rarely outperform in a bull market. If you want stock picking to pay off, you’re essentially rooting for a crash.
After 46 years working, I’m not retiring — instead, I take a vacation every month. Is that a good life in your 70s?
“I’ve owned my own company for the last 15 years. It’s worth $8.5 million.”