International equities rotation reaches statistical extreme
The case presented was that while non-US equities have strongly outperformed US large caps recently, investors entering now are buying into a multi-standard-deviation move that relies on US tech failing to deliver.
Sign in to read the full idea
The argument, what validates it, the risks discussed and hearing it from the source are for signed-in members. Free accounts read 3 ideas in full a day — no card required.