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Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A) ❤
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Author: Mrg5a ⎊  😊 😞
Number: of 12539 
Subject: Foreign exposure
Date: 12/28/2024 9:54 AM
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Everyone has seen the charts: massive US outperformance, lagging growth in Europe/China, political uncertainty in emerging markets, strong USD, etc.

However, the contrarian in me thinks there might be some opportunities in foreign markets. W Trump, i see a potentially falling dollar, inconsistent policy and outright large valuations gaps between foreign and US markets. (The last I saw was a 3std dev spread in performance and valuations) We all know the risk, and I am starting to think there is a potential for upside surprises outside of the US.

Whats everyone think? Anyone taking a meaningful stab at foreign markets?
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