(1) What’s in style? (2) Fewer headwinds for Go Global. (3) Forward earnings and forward profit margins better in US than abroad. (4) Go Global is very cheap relative to Stay Home. (5) SMidCaps have better forward earnings, but worse margins than LargeCaps. (6) Growth’s earnings not growing much faster than Value’s. (7) Growth’s valuation premium to Value is historically high currently. (8) IMF sounds the alarm on potential financial instability. (9) Postponing zombie apocalypse.
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