U.S. Stocks To Underperform For Years Ahead
Image Source: Pexels
There's a lot of urgency right now in America to reduce the fiscal deficit via the new D.O.G.E and also to reduce its trade deficit via the threat of tariffs.
Both initiatives are creating a lot of disruption right now, and have their fair share of vocal supporters and detractors.
Are they likely to work? And at what cost?
For discuss, we're fortunate to speak today with market veteran Kevin Muir, founder and editor of The Macro Tourist, the highly-acclaimed newsletter that currently ranks as one of the top financial Substacks in the world.
In a nutshell, Kevin thinks nearly all US assets, including the dollar, are woefully overvalued.
Just as capital flowed into the US over the past decade, pushing all these assets ever higher, he expects the coming years to see capital flowing out of the US, leading to chronic underperformance vs international assets.
Video Length: 01:54:29
More By This Author:
Stocks & Home Prices To Fall 40-50% As Liquidity Dries Up?DOGE Won't Be Enough, We're Going To Need Tax Increases Too
Will Stocks Fall Even Further From Here?
Disclosure: Thoughtful Money LLC is in the application process to be a Registered Investment Advisor Solicitor. We produce educational content geared for the individual investor. It’s ...
more
Comments
