Too Busy Patting Myself On The Back
Via Kevin Muir of “The Macro Tourist” fame
Like a bad parent who doesn’t love his kids equally, I have a confession. My infatuation with European stocks has stopped me from seeing clearly. For the past year I have been buying European stocks. When I started, the idea was certainly out of favour - Pretty sure I am alone in this trade. Over time, it gathered momentum, and I stuck with it - The Best Trade on the Board.
When I wrote the first piece, many of the cool kids were quite negativ
Europe has been awesome. Still have not given in to the “get out now while you are ahead”, but can see it from here.