Core Insights - James Foord is an economist with a decade of experience analyzing global markets, leading the investing group The Pragmatic Investor, which focuses on building diversified portfolios to preserve and increase wealth [1] Group 1: Company Overview - The Pragmatic Investor covers various sectors including global macro, international equities, commodities, technology, and cryptocurrencies [1] - The platform is designed to assist investors of all levels in their investment journey [1] Group 2: Features and Offerings - The Pragmatic Investor offers a portfolio, weekly market update newsletter, actionable trades, technical analysis, and a chat room for discussions [1]

Core Insights - The article discusses the role of James Foord as an economist and his leadership in The Pragmatic Investor, which focuses on building diversified investment portfolios to preserve and increase wealth [1] Group 1: Company Overview - The Pragmatic Investor is an investing group that covers various sectors including global macro, international equities, commodities, technology, and cryptocurrencies [1] - The group aims to guide investors of all levels through features such as a dedicated portfolio, weekly market updates, actionable trades, technical analysis, and a chat room for discussions [1]

Core Insights - James Foord is an economist with a decade of experience analyzing global markets, leading the investing group The Pragmatic Investor, which focuses on building diversified portfolios to preserve and increase wealth [1] Group 1: Company Overview - The Pragmatic Investor covers various sectors including global macro, international equities, commodities, technology, and cryptocurrencies [1] - The platform is designed to assist investors of all levels in their investment journey [1] Group 2: Features and Offerings - The Pragmatic Investor provides a portfolio, weekly market update newsletter, actionable trades, technical analysis, and a chat room for discussions [1]

Core Viewpoint - The U.S. Federal Reserve's second rate cut of the year is expected to further weaken the U.S. dollar, which will benefit international equities in 2025 [1][2]. Group 1: Impact of Dollar Weakness - The declining dollar is favorable for non-U.S. equity returns, as highlighted by Thornburg Investment Management [2][3]. - A weaker dollar enhances the performance of international equities, as their returns are often tied to the strength of local currencies [3][4]. Group 2: Investment Strategies - Investors interested in international equities post-rate cut should consider active investment strategies, particularly through Thornburg's funds: Thornburg International Equity ETF (TXUE) and Thornburg International Growth Fund ETF (TXUG) [5][6]. - TXUE offers broad exposure to international equities, while TXUG focuses on growth, making it suitable for investors wary of high valuations in large-cap U.S. growth stocks [6]. Group 3: Risk Management - Thornburg's investment approach includes a risk mitigation process that considers currency hedging, especially during periods of uncertainty [4][7]. - The firm emphasizes buying at a price with a margin of safety, aiming to shield investments from political volatility [7].

Group 1: Market Overview - International equities have gained significant importance in investor portfolios in 2025, with a shift from underweight positions in ex-U.S. equities driven by tariff changes and a declining dollar [1] - A notable increase in assets under management (AUM) has been observed in international equities ETFs, with one ETF adding over $500 million in AUM within a week [1] Group 2: Fund Specifics - The Avantis International Small Cap Value ETF (AVDV) focuses on small-cap and value opportunities, leveraging Avantis Investors' fundamental research [2] - AVDV has attracted $550 million in net inflows over the last five days, bringing its total AUM to approximately $13.5 billion [3] Group 3: Performance Metrics - AVDV has delivered a strong year-to-date return of 40%, outperforming its ETF Database Category average [4] - The fund's active management strategy allows it to adapt to market changes, potentially benefiting from a further weakening of the U.S. dollar and enhancing its ability to identify strong opportunities in low information environments [4]

Core Insights - The article emphasizes the importance of building robust and diversified investment portfolios to preserve and increase wealth over time [1]. Group 1: Company and Industry Overview - The Pragmatic Investor focuses on global macroeconomic trends, international equities, commodities, technology, and cryptocurrencies, aiming to guide investors at all levels [1]. - The investment group is led by economist James Foord, who has a decade of experience analyzing global markets [1]. - The platform offers various features including a portfolio, weekly market updates, actionable trades, technical analysis, and a chat room for investor interaction [1].

Core Insights - The article emphasizes the importance of building robust and diversified investment portfolios to preserve and increase wealth over time [1]. Group 1: Company Overview - The Pragmatic Investor is a platform that covers various investment areas including global macro, international equities, commodities, technology, and cryptocurrencies [1]. - The platform offers features such as a portfolio, weekly market updates, actionable trades, technical analysis, and a chat room for investors [1]. Group 2: Analyst Background - James Foord, an economist with a decade of experience in analyzing global markets, leads The Pragmatic Investor [1]. - The focus of the investing group is on creating truly diversified portfolios that can withstand market fluctuations [1].

Core Insights - Newmont Corporation (NYSE: NEM) reported Q3 results, leading to a stock decline of over 10% [1] - This decline coincided with a rapid selloff in gold prices [1] Company Summary - Newmont Corporation is experiencing significant stock volatility following its latest quarterly results [1] - The company's performance is closely tied to fluctuations in gold prices, which have recently decreased [1] Industry Context - The broader context includes a fast selloff in gold prices, impacting companies in the gold mining sector [1]

Core Viewpoint - The recent recovery in cryptocurrency markets presents a favorable investment opportunity for MSTR, particularly following a significant downturn in the crypto sector [1]. Group 1: Market Analysis - The article discusses the global macroeconomic environment, focusing on various asset classes including international equities, commodities, technology, and cryptocurrencies [1]. - The analysis suggests that the bounce from recent lows in the crypto market indicates a potential for growth and investment in MSTR [1]. Group 2: Investment Strategy - The Pragmatic Investor aims to build diversified portfolios that focus on wealth preservation and growth [1]. - The article emphasizes actionable trades and technical analysis as part of its investment strategy [1].

Core Insights - The article emphasizes the importance of building robust and diversified investment portfolios to preserve and increase wealth over time [1]. Group 1: Company Overview - The Pragmatic Investor is designed to guide investors of all levels, covering global macro, international equities, commodities, tech, and cryptocurrencies [1]. - The platform offers features such as a portfolio, weekly market updates, actionable trades, technical analysis, and a chat room for investor engagement [1]. Group 2: Analyst Background - James Foord, an economist with a decade of experience in analyzing global markets, leads The Pragmatic Investor [1].