Check out the accompanying pdf and chart collection. (1) Spreading Covid for the holidays. (2) Comparative pandemic waves around the world. (3) Israel leads the way. (4) US fiscal and monetary easing leaked abroad through US trade deficit. (5) Are commodity prices peaking? (6) Global PMIs showing global slowdown. (7) Chip shortage is tapping on global auto industry’s brakes. (8) US leading the global performance derby for forward revenues, forward earnings, and forward profit margins. (9) Comparing Go Global P/E to US Value P/E. (10) Stay Home still beating Go Global.
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