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Feb 11
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$82.99
$82.51
-0.6%
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LONG
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Dan Suzuki
Investment Strategist, Schroders
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The US Dollar is expensive relative to history, and US market concentration is at record highs. If the US Dollar mean reverts (weakens) due to lower interest rates or debt concerns, international assets (which are cheaper) will outperform US equities. LONG. A diversification play to capture valuation spreads and currency tailwinds. The US economy continues to exceptionalize, keeping the Dollar strong. |
Bloomberg Markets
Stocks Steady After Strong Jobs Data Dims Rat...
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Jan 28
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$80.74
$82.51
+2.2%
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LONG
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Ram Ahluwalia
CEO, Lumida
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Ram states he has "never owned so many international stocks before" and specifically mentions Chile is "running circles around the US." US valuations are stretched and political risk is high. Emerging markets (specifically commodity-rich nations like Chile) offer better value and leverage to the resource boom without the US tech premium. Long International/Emerging Markets. A strong USD crushing emerging market debt holders. |
Unchained (Chopping Block)
Gold to $12,000 or ‘Sell Gold Today’? – Bits ...
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