Can anyone quantify exactly why international stocks are outperforming S&P 500?

[Anonymous]

Can they provide a clear thesis for this and how long it is slated to continue?

[Anonymous]

People who focus on a snapshot in time and not broader picture are doomed to lose money.

Anyway, diversify if you want. There funds that track international stocks. I have some in such funds.

[Anonymous]

Anonymous wrote:Can they provide a clear thesis for this and how long it is slated to continue?

2.8 years.

[Anonymous]

Did you miss that Trump is destroying the US economy for the past year?

[Anonymous]

Anonymous wrote:

Anonymous wrote:Can they provide a clear thesis for this and how long it is slated to continue?

2.8 years.

You forgot the Trump part.

[Anonymous]

Anonymous wrote:

Anonymous wrote:

Anonymous wrote:Can they provide a clear thesis for this and how long it is slated to continue?

2.8 years.

You forgot the Trump part.

Okay 2.75. But it's exact now.

[Anonymous]

Anonymous wrote:People who focus on a snapshot in time and not broader picture are doomed to lose money.

Anyway, diversify if you want. There funds that track international stocks. I have some in such funds.

So this is a blip? An anomaly? All will flow back to us stocks eventually? This is not part of a larger trade pattern?

[Anonymous]

Anonymous wrote:

Anonymous wrote:People who focus on a snapshot in time and not broader picture are doomed to lose money.

Anyway, diversify if you want. There funds that track international stocks. I have some in such funds.

So this is a blip? An anomaly? All will flow back to us stocks eventually? This is not part of a larger trade pattern?

If you are this worried, you are doomed to lose money. There are some years when international markets do better. Has always been the case, Trump or not. Just diversify intelligently. With proper advice.

[Anonymous]

Anonymous wrote:Did you miss that Trump is destroying the US economy for the past year?

this how can you be blind to this.

[Anonymous]

Anonymous wrote:

Anonymous wrote:

Anonymous wrote:People who focus on a snapshot in time and not broader picture are doomed to lose money.

Anyway, diversify if you want. There funds that track international stocks. I have some in such funds.

So this is a blip? An anomaly? All will flow back to us stocks eventually? This is not part of a larger trade pattern?

If you are this worried, you are doomed to lose money. There are some years when international markets do better. Has always been the case, Trump or not. Just diversify intelligently. With proper advice.

No, I’m specifically asking you, you really think that they’ll be an inflow of capital of the US after this? I’m just very curious so you think at the end of the day the US will always be the dominant stock market with all that’s going on.

[dragant]

International and Emerging markets are benefitting from undervaluation and dollar loss. You can easily see that in Price/Earning (PE) ratios. The difference between US and International PE ratios was previously called "American Exceptionalism". Thanks to this administration, many folks here and globally now believe America is in significant decline and American Exceptionalism will no longer be the case.

[Anonymous]

Emerging markets are going through their own AI revolution

[Anonymous]

Anonymous wrote:

Anonymous wrote:

Anonymous wrote:

Anonymous wrote:Can they provide a clear thesis for this and how long it is slated to continue?

2.8 years.

You forgot the Trump part.

Okay 2.75. But it's exact now.

Close - it’s actually 2.83 (2 years, 10 months and 3 days - but who’s counting.

[Anonymous]

Anonymous wrote:Emerging markets are going through their own AI revolution

what does that mean? Can you explain?

[Anonymous]

Anonymous wrote:

Anonymous wrote:

Anonymous wrote:

Anonymous wrote:People who focus on a snapshot in time and not broader picture are doomed to lose money.

Anyway, diversify if you want. There funds that track international stocks. I have some in such funds.

So this is a blip? An anomaly? All will flow back to us stocks eventually? This is not part of a larger trade pattern?

If you are this worried, you are doomed to lose money. There are some years when international markets do better. Has always been the case, Trump or not. Just diversify intelligently. With proper advice.

No, I’m specifically asking you, you really think that they’ll be an inflow of capital of the US after this? I’m just very curious so you think at the end of the day the US will always be the dominant stock market with all that’s going on.

Can tell you're not a serious investor nor looking for a serious discussion. But here's a few things.

1. US is by far the most dynamic and resilient economy in the world. Look at how easily it was able to absorb the shock effects of the tariffs.

2. The second most important economy is a highly untrustworthy manipulative mercantilist economy run by a brutal dictatorship.

3. The other developed economies are OK, meaning not amazing and often moribund with little dynamism and plenty of growth strangling regulations.

You do what you want. Good luck.