U.S. Stocks Not Cheap But Have Momentum: Russell's Gordon

The video discusses the current earnings season, highlighting Apple's strong performance and IBM's disappointment. It explores market growth concerns, particularly the impact of US dollar strength and monetary policies from the FOMC, Bank of Japan, and ECB. The video also examines market trends, noting bargain shopping during market dips and the aging bull market. It discusses investment strategies, focusing on US large cap and small cap equities. Finally, it addresses global risks, including events in Hong Kong, Iraq, Syria, and Ebola, and their potential impact on US investors.

What was the outcome of Apple's earnings report during the earnings season?

• Apple's performance was similar to IBM's.

• Apple missed on EPS and revenue.

• Apple beat on EPS and revenue.

• Apple's forward guidance was below expectations.

How does the strength of the U.S. dollar potentially affect companies?

• It has no impact on large cap companies.

• It benefits small cap companies exclusively.

• It poses challenges for both large and small cap companies.

• It only affects companies in the technology sector.

What is a significant concern for markets regarding monetary policy?

• The certainty of FOMC policy actions.

• The lack of data-driven decision making.

• The impact of European Central Bank's policies.

• The influence of the Bank of Japan's policies.

What global event is causing concern for U.S. investors?

• The economic growth in Europe.

• The protests in Hong Kong.

• The trade agreements with Canada.

• The technological advancements in Japan.

What is a potential risk if the Hong Kong protests spread?

• Increased trade tariffs.

• Higher inflation rates.

• Exportation of protests to mainland China.

• Decreased interest rates.