EFA
2 tracked calls · 2 long · 0 short · last 90d: 2L/0S
first called by Thoughtful Money 1mo ago
LONG5d ago
“I've been pounding the table on international markets for about over a year, and I still think that that's where the money is starting to flow. And they they've been they outperformed last year, they'”Thoughtful Money · Adam Taggart | Thoughtful Money®
Capital is fleeing overvalued US tech and rotating into cheaper international equities trading at a bargain 16x forward P/E.
EFALONG@ $104.94
$104.37-0.55%
since call Jul 26
peak +2.8%
LONG1mo ago
“I think if in the near term, if we get a correction in tech like I'm expecting, then outside of the US will outperform.”Thoughtful Money · Jonathan Krinsky
Outside-US markets outperform near-term if tech corrects, rotation favors international
EFALONG@ $104.86
$104.37-0.47%
since call Jun 18
peak +1.8%