US Equities versus Global Equities

The Stock Market Has Momentum - Maybe Too Much
https://www.washingtonpost.com/business/2023/06/20/personal-finance-the-stock-market-has-momentum-maybe-too-much/4e34d3e6-0f5f-11ee-8d22-5f65b2e2f6ad_story.html

Investors Are Putting America First Again
https://www.wsj.com/articles/investors-are-putting-america-first-again-61ae5dda

Short Bets on US Stocks Hit $1 Trillion
https://www.bloomberg.com/news/articles/2023-06-21/short-bets-on-us-stocks-hit-1-trillion-most-since-april-2022

 
With the US So High, Now’s the Time to Diversify
https://www.bloomberg.com/opinion/articles/2023-06-16/us-stocks-they-re-so-high-it-s-time-to-diversify

Quant Firm AQR Spots Deal of the Century in Emerging Markets
https://www.bloomberg.com/news/articles/2023-06-21/hedge-fund-aqr-spots-deal-of-the-century-in-emerging-markets
Valuations show EM stocks at their cheapest in 25 years