This has not changed in 2026, and the Trump administration is clearly pulling every lever it can to accelerate growth and support the market.James 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 and truly diversified portfolios that will continually preserve and increase wealth. The Pragmatic Investor covers global macro, international equities, commodities, tech and cryptocurr ...

Core Insights - The company focuses on building a balanced investment portfolio that includes both technology stocks and defensive options, emphasizing the importance of intrinsic value over market conditions [1] - The investment strategy is informed by macroeconomic trends, stock valuation, and the interplay between politics and markets, showcasing a comprehensive approach to investment analysis [1] - The company has experience in managing third-party portfolios and has faced market crises, which has shaped its understanding of investment challenges [1] Investment Strategy - The company prioritizes established technology firms and those in consumer staples and discretionary goods, indicating a preference for sectors with strong growth potential [1] - The investment philosophy revolves around finding opportunities based on the intrinsic value of companies, particularly those with strong catalysts for growth [1] Experience and Background - The company has a Master's degree in Economics and has worked as a consultant for both public and private organizations, highlighting a strong foundation in financial and economic analysis [1] - The experience includes analyzing public tenders, which has provided insights into the complexities of market dynamics and investment strategies [1] Social Responsibility - The company actively promotes financial inclusion programs for women, reflecting a commitment to expanding opportunities within the finance sector [1] - The focus on integrating women into finance is seen as a significant challenge, indicating a dedication to social responsibility alongside investment goals [1]

Core Insights - The company focuses on building a balanced investment portfolio that includes both technology stocks and defensive options, emphasizing the importance of intrinsic value over market conditions [1] Group 1: Investment Strategy - The investment strategy prioritizes established technology companies and those in consumer staples and discretionary goods, aiming to capture growth while maintaining stability [1] - The company has been actively managing third-party portfolios for seven years, with a strong emphasis on macroeconomic trends and stock valuation [1] Group 2: Experience and Background - The company has a Master's degree in Economics and has worked as a consultant for both public and private organizations, gaining experience in financial and economic analysis [1] - The challenges faced in public tenders have provided insights into market pressures, akin to the stress experienced during market downturns [1] Group 3: Advocacy and Inclusion - The company promotes financial inclusion programs for women, highlighting the ongoing need for improvement in this area within the finance sector [1] - The company maintains a blog to share investment perspectives and advocate for expanding opportunities for women in finance [1]

Core Insights - James Foord is an economist with a decade of experience analyzing global markets, leading the investing group The Pragmatic Investor focused 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 - Novo Nordisk (NVO) reported a mixed performance in Q3, with its stock price remaining near all-time lows, indicating market volatility [1] - Despite short-term fluctuations, the long-term outlook for Novo Nordisk remains strong, particularly due to the growth in obesity drugs and a promising pipeline of upcoming products [1] Financial Performance - The Q3 results were characterized by mixed outcomes, suggesting variability in performance metrics [1] - The stock's current valuation is at historically low levels, which may present a potential investment opportunity for long-term investors [1] Product Pipeline - Novo Nordisk is expected to benefit from a robust pipeline of new products, which could drive future growth [1] - The company's focus on obesity drugs is a key strength, aligning with increasing global health trends and market demand [1]