Time to Buy Non-US Stocks
https://youtu.be/54m_GVdj6W0 According to “The Buffet Indicator”, US stocks are selling at a 40% higher valuation then during the peak of 2000. Investing in foreign stocks (especially emerging markets) offers a better opportunity. Three main reasons to invest in emerging markets – they are selling for half the price of US stocks, the countries have better […]
Big Mac Index: Why We Are Hungry for International Assets
https://youtu.be/jzsJE9iPM38 To tell if a currency is undervalued/overvalued you can measure the cost of the same item in each country. One measure we use to do this is the “Big Mac Index”, which measures how much a McDonald’s Big Mac costs in each country. Back in 2008, when pundits were talking about how the BRICS […]