J.P. Morgan's Dr. David Kelly on Why He Believes Foreign Stocks Are Attractive, Inflation Will Subside, & The Debt Ceiling is a "Doomsday Machine" | #463
The Meb Faber Show - Better Investing
Bond Yields - Is That a Playbook?
The bond market is cheaper than it's been for a long, long time. The US dollar got to an extremely high level last year in real terms the highest we've seen since the mid 1980s and international stocks were very cheap. Since 2008, international PE ratios have been falling relative to US PE ratios almost every year. We think it could come down a lot more.
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