On the surface this makes sense, but not if you look deeper.

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Sep 16, 2020
4:05:35pm

BostonCougar All-American

On the surface this makes sense, but not if you look deeper.

Hint: mix-shift.

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BostonCougar

Bio page: BostonCougar
Joined: Sep 9, 2001
Last login: Apr 29, 2024
Total posts: 12,983 (2,568 FO)

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Messages

Author

Time

I think most equity investors are way underexposed to international stocks.

kolob32

9/16/20 3:29pm

Such as...?

BlueTooth

9/16/20 3:32pm

I just use broad based index funds.

kolob32

9/16/20 3:35pm

The Iraq. And such as.

cheezedawg

9/16/20 3:54pm

Sorry, most CBers don't have maps

JackStack

9/16/20 3:58pm

One thing I'm noticing is that markets are being driven by available investment monies - not as much on fundamentals

Zenoch

9/16/20 3:40pm

you are correct, most people just strictly look at past performance. They see

kolob32

9/16/20 3:54pm

I kind of agree..much of the growth is going to come from underdeveloped markets

UNLVcougar

9/16/20 3:44pm

bingo, and it will continue in that direction, America's share of the pie is

kolob32

9/16/20 3:47pm

Agreed but I wouldn't touch emerging markets just yet.

rad dawg

9/16/20 3:53pm

emerging markets are still down 20% for the year, pay 4-5% dividends, they are

kolob32

9/16/20 3:57pm

I am not looking for a bottom, I am looking for a reversal.

rad dawg

9/16/20 4:06pm

My concern is that I don't see a swell of market-friendly government systems.

CocaColaRecovery

9/16/20 3:58pm

valid concern, I think those issues will fade as time goes on. Jim Rogers said

kolob32

9/16/20 4:00pm

The problem is that the profits continue to belong to the state.

CocaColaRecovery

9/16/20 4:08pm

the number of billionaires is growing by leaps and bounds in china. The state is

kolob32

9/16/20 5:11pm

I don't deny any of that. My reservation is related to the states' ownership

CocaColaRecovery

9/16/20 5:18pm

On the surface this makes sense, but not if you look deeper.

9/16/20 4:05pm

my only advice...don't judge economies based upon the Utah economy....things are

Nat Gas Man

9/16/20 5:15pm

The problem is that valuations have been this way for over 5 years and yet the US keeps significantly outperforming.

RdF3

9/16/20 5:21pm

It won't be like this forever, im optimistic about americas future, but america

kolob32

9/16/20 6:41pm

The thing is, most US companies that fall within the SP500 (maybe all?) are international companies as well.

9/17/20 6:52am

yes, that is the argument Jack Bogle used, I get your point, but you still only

kolob32

9/17/20 11:12am

"Following the herd" in this situation really isn't that big of a deal. I choose S&P 500 because it is simple and I can

9/17/20 11:22am

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