Since July, the U.S. stock market has lagged those overseas, but that's not going to continue, says Paul Hickey, co-founder of Bespoke Investment Group.

"Our longer term thesis is that the U.S. will outperform," he tells Yahoo. "People were so negative on international markets that this strength we saw in August caught some people off guard."

But ultimately, the dollar is moving on up, and that will push U.S. stocks higher as well, Hickey says. History shows that the stock market and dollar move in tandem, he says.

Editor’s Note: Put the World’s Top Financial Minds to Work for You

In the 1990s, the dollar rose, and U.S. stocks outperformed international stocks. From 2000 to 2008, the dollar fell and U.S. stocks underperformed.

The dollar has slowly risen since 2008, and U.S. stocks have bested European markets since then.

Foreign markets have been outperforming U.S. stocks only for six weeks, Hickey points out. "You're always going to see that kind of contra rally over a longer-term trend."

Investors who want international exposure can get it in U.S. companies that garner over half of their revenues overseas, such as Coca-Cola, he notes.

Hickey also recommends stocks in the industrial, energy, materials, technology and consumer-discretionary sectors.

Meanwhile, after seven straight sessions of gains for the U.S. stock market, many experts see more good times ahead.

"We are in the midst of one of the greatest and steady bull markets we have seen in recent history," Miller Tabak technical analyst Jonathan Krinsky writes in a commentary obtained by Bloomberg. “Eventually it will end. Until then, however, enjoy the ride.”

Editor’s Note: Put the World’s Top Financial Minds to Work for You