(1) Global valuations: Who is the fairest of them all? (2) Asking the to-be-or-not-to-be question again: Stay Home or Go Global? (3) Lots of reasons why US is relatively expensive. (4) US has more diversified and resilient economy than most other countries. (5) US P/E almost always exceeds rest of world’s P/E. (6) Comparing revenues, earnings, and margins. (7) Economic surprise index goes vertical from negative to positive. (8) Couch potatoes can now be laptop shoppers. (9) Not much upbeat overseas. (10) “The Infiltrator” (+ + +).
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