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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"