FYI: U.S. stocks have been outperforming their non-U.S. counterparts since early February. That's when President Donald Trump started his "America First" protectionist campaign aimed at making free trade fairer trade with America's major trading partners.
During the current bull market, I had been recommending a “Stay Home” investment strategy until the fall of 2016. On November 8, 2016, I switched to a “Go Global” strategy on mounting evidence that the global economy was rebounding from the worldwide energy-led mini-recession of 2015. I returned to Stay Home in early June of this year in response to the escalating trade war.
Regards,
Ted
https://www.marketwatch.com/story/us-stock-market-is-the-star-of-trumps-new-world-order-2018-08-17/print
