Do you know probably the most worthwhile inventory on the earth isn’t situated in the US? (I didn’t).
Beneath we characteristic two analysis items featured in The Thought Farm, our free weekly e-mail going out to over 100,000 buyers worldwide!
First up, a 100+ web page market outlook from Goldman Sachs.
Right here’s the highest 10 corporations by web revenue…
Right here’s the overall return of US shares vs. overseas shares…moonshot!

Not surprisingly, resulting in less expensive valuations for ex-US….

Most assume that is extremely biased resulting from US tech corporations, however in case you modify for sector publicity, ex-US nonetheless less expensive on common…

Subsequent up is a couple of nice charts from JP Morgan…



