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Strategies & Market Trends : Buy and Sell Signals, and Other Market Perspectives
SPY 691.88-0.3%Jan 30 4:00 PM EST

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To: GROUND ZERO™ who wrote (31288)4/25/2012 1:43:04 PM
From: architect*1 Recommendation  Read Replies (2) of 222677
 
In Q4 2011 investment money was flowing into the Asia, Russian, South American, and India because that's where the +6% GDP growth is located. Large international stocks got the bull running Samsung, Gazprom, Bank of China, Sinopec, Sinochem, Taiwan Semiconductor, and so on.

Some emerging stock markets are up +20% YTD ~ Q1 2012 in some these emerging stock markets. Now, the Chinese are probably selling BIDU shares and buying Apple. The US stock market's current valuations relative to the Q1 2011 highs appears to be the strongest major international market. The US market probably has the highest PE valuations.

If you believe what Ben says, the US compared internationally has a good balance of low interest rates, moderate growth and low inflation. Many of the emerging market are grappling with double digit inflations and double digit interest rates and only 6%- 8% GDP growth.

PS> I'm glad you aren't revealing your formula, but having the magic numbers and dates is very nice, and thank you for that.
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