20 Oct 2017 Market-beating hedge fund chief Dan Loeb is very bullish on US stocks ( Portfolio )

"We believe the US has room to lead versus the rest of the world from here and while we have increased exposure to Europe overall this year … the majority of our portfolio remains in US equities"

"Low interest rates coupled with still solid earnings growth suggest valuations can remain high amid a tame business cycle, absent an exogenous shock"