US stocks
also referred to as: u.s. stocks
3 statements across 3 episodes · 2 bullish · 0 bearish · 3 people on the record · first statement Jan 22, 2018 by Bill Spitz · across every show →
Everything said about US stocks, oldest first
Jan 22, 2018 bullish
Spitz: International stocks are significantly more attractive than U.S. equities
“One thing I would say is, at least from the valuation work that we do, we think the international stocks are a good bit more attractive than U.S. Stocks, so you can obviously do that on a relatively low cost basis as well.”
Nov 25, 2024 neutral
Bank: Next decade will require alpha engines amid persistent inflation volatility
“More inflation volatility likely. Higher interest rates for longer likely. U.S. Stocks have a huge valuation premium relative to the rest of the world. Maybe that persists, but maybe it doesn't. And maybe expected returns going forward are lower. And maybe you…”