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Sign InCheck out the accompanying pdf and chart collection. (1) The third wave of the pandemic. (2) Stay Home continues to outperform Go Global. (3) US MSCI forward earnings outperforming the rest. (4) US profit margin well exceeds the rest. (5) US isn’t cheap. S&P 500 Growth is expensive. (6) Forward P/Es of S&P 500 Value and ACW ex-US showing much less divergence. (7) Global economy takes two steps forward, one step back. (8) The Zombie Apocalypse has been averted, so far. (9) Zombies refinancing debt at record-low interest rates get to live to die another day.
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