Foreign investors have piled into US stocks like never before:...

Foreign investors have piled into US stocks like never before:

Foreign investors now allocate a record 59% of their assets to US equities.

Over the last 14 years, the percentage has DOUBLED.

The share of US stocks in foreign financial holdings is now ~7 percentage points higher than it was at the 2000 Dot-Com Bubble peak.

This comes as the US equity market has significantly outperformed other regions.

Since 2010, the S&P 500 has gained a massive 444% whereas the MSCI World Ex USA index has risen by just 49%.

Foreign investors are all-in on US stocks.

https://x.com/KobeissiLetter/status/1870173581696475163