Global Macro

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Block: Dead Man Walking (Rating Downgrade)
Seeking Alpha· 2025-05-02 21:14
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]
Meta: Why I'm Doubling Down Before Q1 Earnings
Seeking Alpha· 2025-04-25 12:26
Core Viewpoint - Meta is currently considered one of the cheapest tech stocks in the market, despite a significant selloff attributed to tariff fears, which appears to be unjustified [1]. Group 1 - The recent selloff of Meta's stock has been drastic, raising concerns among investors [1]. - The decline in Meta's stock price is linked to increasing fears regarding tariffs, but this reaction may not be warranted [1].
Amazon's China Problem Is Massive -- And Massively Overblown
Seeking Alpha· 2025-04-10 16:49
Group 1 - The article discusses the impact of a general sell-off in the "Mag7" stocks, which have all experienced declines [1] - The Pragmatic Investor focuses on global macro trends, international equities, commodities, technology, and cryptocurrencies, aiming to guide investors through various market conditions [1] - The investment group emphasizes building diversified portfolios to preserve and increase wealth over time [1]