Subject: Re: unambiguous era of macro dominance?
It doesn't take a lot of aruing to convince me. A good part of my portfolio is made up of non-US stocks. Having already had a position in Lukoil turned to dust, I am always uncomfortable with my Chinese holdings (and even with the general idea of foreign investing if the US government, in an "America Fist" context makes it illegal to own stock/invest in foreign companies).

Jeff