Look Beyond Expensive US Stocks for Value: Gold, European Shares, Small Caps Offer Opportunities

Main Thesis Review markets to find pockets of value outside of expensive US large cap stocks. Areas of interest include gold, European stocks, and domestic small caps.
Gold offers stability with steady gains, low volatility, and value as a hedge.
European stocks look cheap compared to US and their own history. Weak euro boosts exports/trade.
Small caps trail large cap performance in 2022. Valuations attractive relative to history. Diversifies sector exposure.
With bonds struggling, need to get creative beyond stocks/bonds to find alpha. Areas discussed offer reasonable value propositions.

seekingalpha.com

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Posted 9/24/2023, 9:01:47 AM

Look Beyond Expensive US Stocks for Value: Gold, European Shares, Small Caps Offer Opportunities

Main Thesis Review markets to find pockets of value outside of expensive US large cap stocks. Areas of interest include gold, European stocks, and domestic small caps.
Gold offers stability with steady gains, low volatility, and value as a hedge.
European stocks look cheap compared to US and their own history. Weak euro boosts exports/trade.
Small caps trail large cap performance in 2022. Valuations attractive relative to history. Diversifies sector exposure.
With bonds struggling, need to get creative beyond stocks/bonds to find alpha. Areas discussed offer reasonable value propositions.

seekingalpha.com

Relevant topic timeline:

8/23/2023

3 Top Growth Stocks to Buy Before the Next Bull Market

Summary: This article highlights three growth stocks worth considering for investment, with a focus on different industries and potential long-term upside.

9/11/2023

Look Beyond US Stocks for Higher Returns - Japan, India, Brazil Offer Growth Potential

10/2/2023

5 Reasons to Stay Bullish on Stocks Despite Rate Hikes

10/7/2023

Invest in Quality Stocks for the Long Term Despite Short-Term Biases, Says Expert

10/7/2023

Warren Buffett's Berkshire Bets Big on One AI Stock, But Expert Advises Diversification

Warren Buffett's Berkshire Hathaway portfolio heavily allocates to only one stock, highlighting a unique approach to diversification.

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10/10/2023

Traditional 60/40 Portfolio Faces Challenges in Current Market Conditions

10/16/2023

Experts Advise Keeping Some Gold Despite Risks, Citing Benefits as Insurance and Liquidity