17:I[66739,["/_next/static/chunks/0.3dg.jzl0xwf.js?dpl=dpl_6rgLmP9cEoGQaJFkbQupH1c1WvHB","/_next/static/chunks/05hx6kuf6-oy4.js?dpl=dpl_6rgLmP9cEoGQaJFkbQupH1c1WvHB","/_next/static/chunks/0e~mn1op2jzz5.js?dpl=dpl_6rgLmP9cEoGQaJFkbQupH1c1WvHB","/_next/static/chunks/0juapqyy99ga..js?dpl=dpl_6rgLmP9cEoGQaJFkbQupH1c1WvHB","/_next/static/chunks/06ze19tienhj6.js?dpl=dpl_6rgLmP9cEoGQaJFkbQupH1c1WvHB","/_next/static/chunks/06dn~uer6.43l.js?dpl=dpl_6rgLmP9cEoGQaJFkbQupH1c1WvHB"],"default"] 19:I[38632,["/_next/static/chunks/0qqtp3r0h7kah.js?dpl=dpl_6rgLmP9cEoGQaJFkbQupH1c1WvHB","/_next/static/chunks/0iukvycbd42rl.js?dpl=dpl_6rgLmP9cEoGQaJFkbQupH1c1WvHB"],"IconMark"] 18:T4d2,

Jim Masturzo thinks the market pullback is unsurprising given overstretched valuations, and thinks there’s still more to go to reach fair value. On the dollar, he similarly sees overvaluation by “25%” after its “decade-long” bull run. He sees international opportunities, including in Eastern Europe and South America.

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Masturzo: Valuations Still Overstretched

Schwab Network

Masturzo: Valuations Still Overstretched