The Challenges of Valuation in the US Equity Market

In December, where does the US stand? I would say it's slightly expensive. But in general, you'll see a cheap basket outperform over time relative to the whole group of 40 countries by about 4% a year. You can lose a ton of money just following valuation all the way down like a lot of value investors did with financials. Once you start to combine it with a little momentum and whether that's relative or trends, you know, it's up to the investor. It's starting to go up and starting to outperform.

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