The US Equity Market: A Better Than Expected Story

Is it time to sell Europe if you were able to ride that the fact the apocalypse didn't happen and that maybe people were too bearish? Is it time to get out? Are you overweight, underweight, neutral on Europe? How are you feeling at this juncture given the challenges? Right. Well, and I have trimmed back my overweight. I've been overweight in Europe for a long time. And so complete opposite situation over here in the US potentially because you have the NASDAQ that's just been on fire,. Not all parts of the market, but there definitely are people who've been sitting out thinking that this US equity market has looked happy and it just hasn't turned.