This chart shows the performance of the US S&P 500 index over the past two years versus the Australian and Canadian equivalents, all expressed in US dollar terms. It shows why American investors who had diversified into commodity countries wished they hadn’t, and why Australian investors who didn’t diversify offshore wished they did.
It strongly hints at why we’re not finding a lot of value in the U.S. today, why we are quite excited about our Australian portfolio and why Steve and I are currently doing a sweep of all Canadian stocks.
Steve Johnson's compelling and honest discussions of both markets and fund performance is outlined in this Livewire… https://t.co/miWsIbbmCy
RT @ForagerFunds: @ForagerSteve outlines the consequences of ultra-low interest rates, or "monetary madness" in this article on Livewire. h…
@alluvialcapital I feel the same way about YouTube - sometimes they're so far off. It blows my mind when I'm watchi… https://t.co/LnWJeuXK7W
@Finance_Weights @GuruAnaerobic Swap Tate for Assange then. Point stands
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