thank you for the charts and post! Yes but also I think
world markets are set to continue to outperform relative to the US
markets per my ratio charts of EEM/SPY and EFA/SPY, ACWI/SPY
etc.
Yes, I completely agree with your macro vision on international
market outperformance. I am holding and continously looking for
strong markets outside US. Here are few the strongest ones I am
holding. You can see the theme here... these are the
countries investors hated the most 10 years ago.
exactly - which is why I made the call back in January that
world markets would outperform US markets and they have and the
ratio charts suggest that this trend is only just beginning
thank you laouuu for posting all those charts/ideas
DB and NMR, foreign bank
Posted by laouuu on 20th of Dec 2025 at 06:29 pm
DB and NMR, foreign bank stocks. I have been holding for a while. Both a little extended for intermediate term, but long-term still has potential.
thank you for the charts
Posted by matt on 20th of Dec 2025 at 06:47 pm
thank you for the charts and post! Yes but also I think world markets are set to continue to outperform relative to the US markets per my ratio charts of EEM/SPY and EFA/SPY, ACWI/SPY etc.
Yes, I completely agree with
Posted by laouuu on 20th of Dec 2025 at 08:04 pm
Yes, I completely agree with your macro vision on international market outperformance. I am holding and continously looking for strong markets outside US. Here are few the strongest ones I am holding. You can see the theme here... these are the countries investors hated the most 10 years ago.
exactly - which is why
Posted by matt on 21st of Dec 2025 at 01:39 pm
exactly - which is why I made the call back in January that world markets would outperform US markets and they have and the ratio charts suggest that this trend is only just beginning
thank you laouuu for posting all those charts/ideas
Daily KISS signals from a
Posted by EricK on 24th of Dec 2025 at 12:10 am
Daily KISS signals from a couple of days ago showed buys for various emerging market ETFs, China, Vietnam, Mexico....
too small to read, you
Posted by matt on 24th of Dec 2025 at 12:21 am
too small to read, you must have posted from your phone LOL, Eric can you post larger image from desktop