The Pragmatic Investor covers global macro, international equities, commodities, tech and cryptocurrencies and is designed to guide investors of all levels in their journey. Features include a The Pragmatic Investor Portfolio, weekly market update newsletter, actionable trades, technical analysis, and a chat room. Learn moreJames Foord is an economist by trade and has been analyzing global markets for the past decade. He leads the investing group The Pragmatic Investor where the focus is on building robust ...

• Trades we like: ° Large over small caps: Better pricing power and operational efficiency should continue to benefit large caps on a relative basis late in the cycle. Small caps have more economic sensitivity and more rate sensitivity. Given the slowing macro backdrop, a Fed that's on hold and sticky back- end rates, large caps should continue to see relative outperformance. ° Healthcare over Staples for defensive hedges: Large cap healthcare trades at a 4 turn discount to the broader S&P and a 6 turn disc ...

Group 1 - The Pragmatic Investor focuses on global macro, international equities, commodities, tech, and cryptocurrencies, aiming to guide investors of all levels [1] - The platform offers features such as a portfolio, weekly market updates, actionable trades, technical analysis, and a chat room for investor engagement [1] - James Foord, an economist with a decade of experience in global market analysis, leads The Pragmatic Investor, emphasizing the creation of diversified portfolios to preserve and increase wealth [1]