Daily Charts - Are European stocks extremely cheap vs US？

1.BOJ continues policy normalization push, hikes +25bps to 0.50% -- last time they hiked to that level was early-2007

Capping off one crazy experiment with another 👺

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2.I realized something the other day...

There's a funny duality in markets at the moment -- it seems many people can agree that European stocks are extremely cheap vs US, and many people also agree on the weaknesses and challenges facing Europe vs the upsides and strengths enjoyed by US stocks.

Cheap for a reason = It's in the price.

Image

3.Even after factoring in dividends, "lost decades" are something that seems to come along about at least once per generation

If only there were a way to manage this risk and prepare.......... $.SPX(.SPX)$ $SPDR S&P 500 ETF Trust(SPY)$

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There's a funny duality in markets at the moment -- it seems many people can agree that European stocks are extremely cheap vs US, and many people also agree on the weaknesses and challenges facing Europe vs the upsides and strengths enjoyed by US stocks. Cheap for a reason = It's in the price. 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