Emerging markets (EM) have fallen out of favor; long forgotten is the exciting heyday of BRIC investing, and tales of who would be the world's next superpower. To the contrary, we have convinced ourselves that the U.S. has decoupled from the...
Looking for the bellwether of the U.S. economy? Think consumer goods stocks. First, there are staples. These are outfits that make the stuff people constantly want, companies like Proctor & Gamble (NYSE: PG) or Kimberly Clark (NYSE: KMB), and th...