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

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

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[quote=Anonymous][quote=Anonymous][quote=Anonymous][quote=Anonymous][quote=Anonymous][quote=Anonymous]So where are we in the rotation cycle guys? Late cycle? There is a flight from tech to emerging markets, developed international, and soon it’ll be consumer staples and utilities…

Anyway, I’ve been buying Gold, EWY, FLKR, AVDV, EMEQ in the meantime while they’re skyrocketing. Maybe in a year we’ll be at the late cycle more. Then recession.[/quote]

No, it's close to mid-early-late cycle. Once you see the rotation of Venus through the lunar bridging, you can see it very clearly.[/quote]What’s your motivation for these facetious replies? We are clearly in a recession. It is clearly due to uncertainty in tarrifs and supply chain, caused by the white house shoot from the hip style. We all feel high inflation and unemployment, even though the BLS won't report it. Buying global, which basically mean US multinational and Europe, makes perfect sense. It'll last until the shooting from the hip stops.[/quote]

Oh I agree with you.  I think anyone trying to divine any BS "cycles" or real reasons is dumb.[/quote]The reason is clear. The Rest of World has options besides dealing with an unreliable country that throws out negotiated treaties with every new threat. They are rewiring the global trade network around us.[/quote]

Please - California ALONE has the 4th highest GDP in the world. Not saying it will stay that way forever, but that unwind is going to take a while.[/quote]

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