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].

Core Insights - International equities have significantly contributed to portfolio performance in 2025, benefiting from both long and short-term factors, leading to a shift from underweight to neutral positions among investors [1][2] - The Avantis International Equity ETF (AVDE) has shown strong momentum, surpassing $10 billion in assets under management (AUM) due to substantial net inflows [2][3] Performance Metrics - AVDE has achieved a year-to-date return of 31%, outperforming its category average over one, three, and five-year periods [3] - The ETF has attracted over $560 million in net inflows from September 18th to October 18th, contributing to over $3 billion in net inflows year-to-date [2][3] Investment Strategy - AVDE employs an active investment approach, focusing on ex-U.S. firms, particularly smaller, high profitability, or value opportunities [3] - The fund's managers utilize fundamental criteria such as shares outstanding, cash flow, revenue, expenses, and price to book to select investments [3] Market Outlook - The outlook for AVDE remains positive, with expectations of continued momentum as the U.S. dollar may remain weak and tariff uncertainties persist [4]

Group 1 - The declining dollar enhances the investment case for international equities, particularly as the Federal Reserve is expected to continue easing monetary policy, which may strengthen local currencies abroad [1][2] - The performance of the MSCI World Ex USA index has outpaced the ICE US Dollar Index year-to-date, indicating a growing strength in international equities, with potential for further widening of this performance gap due to upcoming interest rate cuts [3] - The trend of de-dollarization is evident as more countries are moving away from the U.S. dollar as the world's reserve currency, impacting the investment landscape [3] Group 2 - Investors must consider the nuanced risks associated with international equities, including political and economic risks specific to countries, as well as the impact of tariffs [4] - Passive funds, which are tied to indices, may not provide the necessary flexibility to navigate volatility in international markets, making actively managed funds a more suitable option [4][5] - The Thornburg International Equity ETF (TXUE) is highlighted as a recommended fund, leveraging the expertise of Thornburg's investment management team to effectively navigate international markets [6]

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].

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 includes features such as a portfolio, weekly market updates, actionable trades, technical analysis, and a chat room for investor interaction [1]. Group 2: Analyst Background - James Foord, an economist with a decade of experience in analyzing global markets, leads The Pragmatic Investor [1].

Core Insights - The company is experiencing positive catalysts, indicating a potentially favorable market environment [1] Group 1: Market Analysis - The Pragmatic Investor focuses on global macro trends, international equities, commodities, technology, and cryptocurrencies, aiming to guide investors at all levels [1] - The investment group emphasizes building robust and diversified portfolios to preserve and increase wealth over time [1] Group 2: Analyst Background - James Foord, an economist with a decade of experience in analyzing global markets, leads The Pragmatic Investor [1]