A Bloomberg Markets' reminder of the continued out-performance of US stocks. Despite many people's repeated advice -- for years now -- to fade US stocks in favor of the rest of the world, I continue to feel that it's not yet time to do so ... unless I'm wrong and we're on the verge of a global V which would boost other markets more than the US. More generally, the relative positioning in markets (e.g., US stocks vs the rest of the world, strong balance sheet quality names vs more speculative names, etc) seems easier than the absolute positioning (particular, the amount of equity risk to have in investment portfolio). #markets #investing #equities #stocks #stockmarket #economy #bloomberg #bonds #economy #investmentmanagement #assetallocation #assetallocation #fed #fixedincome #centralbanks #federalreserve #volatility #interestrates #emergingmarkets #earnings #monetarypolicy #highyield #investors #yields …see more