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International Markets OUTPERFORMING

International markets are outperforming the S&P500 and Emerging Markets are especially strong.  [See chart.]

I’m extremely happy with the portfolio over weighted in global equities.  European stocks will be jittery through the French elections in May, as they have been leading up to today’s Dutch election.  Emerging Markets will likely sputter as Oil prices fall, but overall I expect both sectors to outperform the overvalued US stock market.

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