Do you know probably the most worthwhile inventory on the earth isn’t positioned in the USA? (I didn’t).
Under we function 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 firms by internet revenue…
Right here’s the entire return of US shares vs. international shares…moonshot!

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

Most assume that is extremely biased as a consequence of US tech firms, however if you happen to regulate for sector publicity, ex-US nonetheless less expensive on common…

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



