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Belski the Bull

The Compound and Friends

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What's in the Footsie Index?

US dollar has pulled back dramatically. This is a dollar story, it's also the broken clock was finally right last year. That broken clock is don't be a home country bias by the whole world. Buy international, they're the real thing. I mean, Europe's the value trap. They're still raising rates. What do they do over there? China's the house of cars. Do you really want to buy emerging markets in China? No, the answer it has to be. John, next chart, look at the footsie 100. Literally at an all time high and it's done nothing forever. Yeah, we're going to get this. This is not bearish.

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