MC3OZ
Active Member
Some US stocks are more equal than others.I know that my opinion is not popular, but I think there’s high probability, that this is just the beginning. Of course i’m not sure. If I were, I would be 100% cash. Now I’m only 50%.
Problem with U.S. stocks is, that all the other valuation models excepted interest rate model say that S&P 500 is overvalued. If (when) interests rise, there’s no support for current valuation.
So it is likely many are overvalued, but some are undervalued in relation to their long term value.