Gus Cosio Says So – December 2013 views and moving forward to 2014

Essentially, I think the market is cheap and fundamentally sound.  The foreign flows are not going our way, but judging from the outflows from foreign funds that we have seen from June when the tapering jitters started, foreign selling should be drying up soon.  This is because most of what they’ve bought over the past two years have been sold... Read More