Global Macro
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Great-West Lifeco Inc. (GWO:CA) Presents at 24th Annual Financial Services Conference Transcript
Seeking Alpha· 2026-03-27 16:45
Question-and-Answer SessionI do have a list of questions that I prepared ahead of time, but I do want to ask about the global macro. Obviously, it's on everybody's minds. And what -- as the CEO of Great-West Life, what describe to me the reaction and then what you start thinking of from a business standpoint?David HarneyPresident, CEO & Director Like, obviously, these events have big impacts on economies, the big impacts on customer confidence. Like all of our businesses operate within their economy. So it' ...
The Trump Skepticism Trade
Seeking Alpha· 2026-03-26 20:59
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 cryptocurrencies and is designed to guide investors of all levels in their journey. Features include a The Pragmatic Investor Portfolio, weekly market ...
Super Micro: From Undervalued To Uninvestable
Seeking Alpha· 2026-03-20 22:10
Core Viewpoint - The article discusses the role of James Foord as an economist and leader of The Pragmatic Investor, emphasizing the importance of building diversified portfolios to preserve and increase wealth in global markets [1]. Group 1: Company Overview - James Foord leads The Pragmatic Investor, which focuses on global macro, international equities, commodities, tech, and cryptocurrencies [1]. - The Pragmatic Investor aims to guide investors of all levels through various features, including a portfolio, weekly market updates, actionable trades, technical analysis, and a chat room [1]. Group 2: Market Focus - The investment group covers a wide range of asset classes, indicating a comprehensive approach to market analysis and investment strategies [1].
MercadoLibre: Playing Chess, Not Checkers (NASDAQ:MELI)
Seeking Alpha· 2026-03-17 18:44
Core Insights - The article highlights the expertise of James Foord, an economist with a decade of experience in analyzing global markets, and his leadership role in The Pragmatic Investor, which focuses on building diversified investment portfolios [1] Group 1: Company Overview - The Pragmatic Investor aims to preserve and increase wealth through robust portfolio strategies [1] - The investment group covers various sectors including global macro, international equities, commodities, technology, and cryptocurrencies [1] Group 2: Services Offered - The Pragmatic Investor provides features such as a dedicated portfolio, weekly market updates, actionable trades, technical analysis, and a chat room for investor engagement [1]
Would Warren Buffett Buy Berkshire Today?
Seeking Alpha· 2026-03-05 09:44
Core Insights - The article discusses the investment strategies and focus areas of The Pragmatic Investor, led by economist James Foord, emphasizing the importance of building diversified 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]
Blue Owl Capital: Retail Panics, Smart Money Buys
Seeking Alpha· 2026-02-23 15:49
Core Insights - The article discusses the investment strategies and focus areas of The Pragmatic Investor, which aims to build diversified portfolios to preserve and increase wealth [1] Group 1: Company Overview - The Pragmatic Investor is led by economist James Foord, who has a decade of experience analyzing global markets [1] - The investment group covers various sectors including global macro, international equities, commodities, technology, and cryptocurrencies [1] Group 2: Services Offered - The Pragmatic Investor provides features such as a dedicated portfolio, weekly market update newsletters, actionable trades, technical analysis, and a chat room for investor engagement [1]
Did Kevin Warsh Crash The Market?
Seeking Alpha· 2026-02-06 00:00
Core Viewpoint - The article highlights the expertise of James Foord, an economist with a decade of experience in analyzing global markets, and his leadership role 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]. Group 2: Market Focus - The focus areas of The Pragmatic Investor include macroeconomic trends, equity markets, commodity prices, technological advancements, and the evolving landscape of cryptocurrencies [1].
MDY: A Steepening Yield Curve Is Good For Regional Banks And Real Estate
Seeking Alpha· 2026-02-03 23:12
Thanks to our global coverage we've ramped up our global macro commentary on our marketplace service here on Seeking Alpha, The Value Lab . We focus on long-only value ideas, where we try to find international mispriced equities and target a portfolio yield of about 4% . We've done really well for ourselves over the last 5 years, but it took getting our hands dirty in international markets. If you are a value-investor, serious about protecting your wealth, us at the Value Lab might be of inspiration.The Sta ...
Firefly: If SpaceX Wants $1 Trillion, This Could Go Much Higher
Seeking Alpha· 2026-02-03 20:08
Group 1 - The Pragmatic Investor focuses on building diversified portfolios to preserve and increase wealth [1] - The investment group covers various sectors including global macro, international equities, commodities, tech, and cryptocurrencies [1] - Features offered by The Pragmatic Investor include a portfolio, weekly market updates, actionable trades, technical analysis, and a chat room for investors [1]
Intel: The First Casualty (NASDAQ:INTC)
Seeking Alpha· 2026-01-28 14:37
Core Insights - The article highlights the expertise of James Foord, an economist with a decade of experience in analyzing global markets, and his leadership role in The Pragmatic Investor, which focuses on building diversified investment portfolios [1] Group 1: Company Overview - The Pragmatic Investor aims to preserve and increase wealth through robust portfolio construction [1] - The investment group covers various sectors including global macro, international equities, commodities, technology, and cryptocurrencies [1] Group 2: Services Offered - The Pragmatic Investor provides features such as a dedicated portfolio, weekly market updates, actionable trades, technical analysis, and a chat room for investor engagement [1]