With regard to the stock market,YCMNET Advisors thinks break-out talk is a little premature.Michael Yoshikami,President and Chief Investment Strategist of the firm,is not excited,but cautiously optimistic.He thinks we should start throwing out the idea that certain months are good ones for the market.In 2011,Dr.Yoshikami thinks equities will outperform fixed income.
He does think we're gonna see us in the midst of a very sluggish,slow recovery.YCMNET is looking at Indonesia,Malaysia,Singapore and China-with caution toward China because of valuation.They also favor U.S. companies active in those markets.
YCMNET Advisors was named by Barron's magazine as one of their Top 100 Independent Financial Advisors for 2010.President Michael Yoshikami,PhD,CFP,is a frequent guest on business television.His firm is located in Walnut Creek,California.
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