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Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A)
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Author: Mrg5a ⎊  😊 😞
Number: of 15062 
Subject: Re: Foreign exposure
Date: 12/29/2024 9:28 PM
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Thank you for the detailed and balanced responses

I know “sentiment” is rather amorphous and difficult to measure. However, i have noticed more and more justifications for valuations stock in US (growth, ROE, governance, etc.) In addition, i have noticed more and more hatred for European markets. Throw in some Economist/Barrons magazine covers about the US dollar and unstoppable rally in the SP500. I think we could potentially see a turning point. Often times markets turns before a visible or apparent catalyst emerges. Or they turn when it’s darkest/max pessimistic. Is it dark for foreign markets? In my opinion, it could very well be.
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