Time to Take Advantage of Rich U.S. Stock Valuations?

The video discusses the current state of US stocks compared to global equities, highlighting concerns like Brexit and eurozone stability. It examines the high valuation of US stocks, driven by investor confidence and the shift from bonds to equities. The video also explores investment strategies, emphasizing the importance of dividend yields in international markets. It warns against balance sheet engineering due to low interest rates, advocating for a focus on cash earnings and free cash flow as indicators of company health.

What is the significance of the dividend yield comparison between international markets and the S&P?

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How does balance sheet engineering affect the perception of company health?

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