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Sign In(1) No place like home. (2) Stay Home isn’t just about trade war; tax cuts also giving the US an edge. (3) The strong dollar isn’t just about trade war but also central bank policies—i.e., Fed normalizing while ECB and BOJ policies remain abnormally easy. (4) Copper price isn’t just about strong dollar but also reflects some global weakness. (5) Forward earnings of US MSCI outpacing rest of the world since start of current bull market. (6) So far this year, cyclical stocks beating interest-rate-sensitive ones. (7) SmallCap outperformance isn’t just about less exposure to trade war.
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