US stocks' valuation gets a lot of attention, but ex-US is now just 12.0x ... very low, historically @yardeni
Image from Mike Zaccardi, CFA, CMT (@MikeZaccardi)

Nov 8, 2026 · 2:56 PM UTC

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Why does ex-US still get ignored when it's sitting that cheap historically?
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$DBEF and $CVISX (or $AVDV) over $ACWX / $VXUS
Image from Blake (@DDBlakeFischer)
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that’s bias. Samsung and hynix
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Tel Aviv isn't in that bucket. The CEO of IBI's mutual funds put it at about 17 times at the end of October, against a historical 12 to 14.
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