Eric Balchunas
Eric Balchunas|May 14, 2026 12:03
Americans' flirtation with int'l stocks may be over, the surge in the S&P 500 has helped suck back in cash as April saw $134 billion go into domestic ETFs -- the third-largest inflow on record and the spread bt US and int'l was fourth largest on record. "Sell America" was really just a made up media narrative however there was a tiny bit of extra buying of int'l ETFs but that fling seems to be over. Good stuff from @psarofagis(Eric Balchunas)
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