Julian Brigden (@julianmi2) 's Twitter Profile
Julian Brigden

@julianmi2

Co-founder of Macro Intelligence 2 Partners, a global macroeconomic research firm (@MI2Partners). | Creator of MacroCapture, a platform for savvy investors.

ID: 836266048907276288

linkhttp://www.mi2partners.com/ calendar_today27-02-2017 17:25:37

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Julian Brigden
@julianmi2

2 months ago

We are bombarded by "S&P at new highs". But it's MONEY ILLUSION. By staying in US stocks, you are getting relatively poorer. Yes, in $ terms, the S&P is up 5% YTD, but flat in foreign currencies. As a US investor, you'd be up 20% in European stocks. This is why FX is key!

We are bombarded by "S&P at new highs". But it's MONEY ILLUSION. By staying in US stocks, you are getting relatively poorer. Yes, in $ terms, the S&P is up 5% YTD, but flat in foreign currencies. As a US investor, you'd be up 20% in European stocks. This is why FX is key!