Otavio (Tavi) Costa on LinkedIn: A good chart to reflect on a day like today. US stocks have an… | 21 comments
A good chart to reflect on a day like today. US stocks have an exorbitant valuation compared to global equities. Primarily propelled by technology firms… | 21 comments on LinkedIn
Otavio (Tavi) Costa
"A good chart to reflect on a day like today.
US stocks have an exorbitant valuation compared to global equities.
Primarily propelled by technology firms, the current environment stands out as one of the most speculative periods for American stocks in history.
The next decade is poised for a substantial mean reversion in the chart below, presenting one of the best opportunities to invest in foreign markets.
We believe that economies abundant in natural resources, along with gold and other hard assets, are poised to emerge as significant beneficiaries in the upcoming cycle."
