You can continue debating about the valuation of Tesla, Twitter, Facebook etc. Here is where I have been looking to find value. You all know the macro risks, but then again when else do stocks become cheap? 1

Here is where I am looking less and less

Also avoiding these three

Looking more and more

And here


Even here

My long time favorite

And last but not least

1 Okay market cap to GDP is not perfect and some of the numbers are a bit outdated, but my point is look where the value is.

ICYMI by 1.5 years also see

Ignore Greek Elections: Stocks Might Be The Best Buy In Over 60 Years

All data from The World Bank