happening right now but what's more significant than the fact that these funds were up to two and a half percent is the relative outperformance because the nasdaq and the russell NUMBER_TOKEN were down NUMBER_TOKEN and NUMBER_TOKEN percent during the same period of time that these funds are up two and two and a half percent that divergence is enormous and i think it is going to continue now i realize that we have a long way to go to catch up to the underperformance relative to the nasdaq for example over the last NUMBER_TOKEN years but at the rate we're making up lost ground it's not going to take very long i think by the end of this year maybe the end of next year at the latest we will have completely caught up and will be ahead of the nasdaq over that period of time over a NUMBER_TOKEN-year time period based on how much further the nasdaq is likely to fall and how much further value stocks and dividend-paying stocks are likely to rise because remember the opportunity cost that i mentioned earlier the podcast of buying value stocks no longer exists you're not giving up big gains on momentum stocks when you buy a value stock because the momentum is down now you're avoiding losses by buying a value stock so more people are going to buy them the prices are going to go higher the dividends are going to be there and ultimately the bottom is going to drop out of the dollar and that's going to be a huge tailwind for these international value and dividend-paying stocks that are denominated in foreign currencies as the dollar collapses and those currencies go up that adds to the gains that you're getting on the stock and then the dividend is thrown in on top in fact look at what's happening with inflation in europe in germany producer prices exploded by five NUMBER_TOKEN in the month of december alone year-over-year producer prices up NUMBER_TOKEN consumer prices are headed way up in germany in NUMBER_TOKEN and other parts of europe and the ecb will not be able to justify its monetary policy on the basis that there's not enough inflation and we need more when they already have much too much so ultimately when the ecb is forced to tighten its policy that is going to compound the problems for the dollar and u.s inflation and as i said on my last several podcasts it's not too late to get in on this this is early days in this rotation we're just getting started i think the outsized over performance will be front loaded into this year and maybe next year but i think it's going to continue for the remainder of the decade but the sooner you can get on board the better and the sooner you can get out of these overpriced momentum stocks the bigger the loss that you'll avoid and the more of the gain you'll be able to enjoy by reallocating those funds into the value dividend paying part of the market both developed markets emerging markets commodity linked investments precious metals gold and silver all of that stuff i think is going to deliver phenomenal performance throughout the balance of this year and the balance of this decade from head to toe your body is made up of trillions of cells which are busy performing their specific functions to keep you healthy and resilient to keep up all the work a sufficient supply of an essential molecule called nad plus must be maintained for cells to perform their normal functions which includes creating atp for cellular energy repairing your cells
START_SPONSOR_TOKEN from head to toe your body is made up of trillions of cells which are busy performing their specific functions to keep you healthy and resilient to keep up all the work a sufficient supply of an essential molecule called nad plus must be maintained for cells to perform their normal functions which includes creating atp for cellular energy repairing your cells END_SPONSOR_TOKEN