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].

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 ...

International equities have been a major driver of portfolio performance so far in 2025, riding both long and short term tailwinds. From a broadly positive monetary environment for ex-U.S. equities to specific events like tariff changes, myriad events have helped those stocks outperform and led investors to move from underweight to neutral positions. One international equities ETF, AVDE, the Avantis International Equity ETF, has continued to display momentum into the latter half of the year, crossing $10 bi ...

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]

Group 1 - The article promotes Ian's Insider Corner, which offers access to investment reports, trade alerts, and a chat room for members [1] - Ian Bezek, a former hedge fund analyst, has extensive experience in Latin American markets and specializes in high-quality growth stocks [2] Group 2 - The article includes a disclosure stating that the author has no current stock positions in the companies mentioned and has no plans to initiate any positions in the near future [3] - Seeking Alpha emphasizes that past performance does not guarantee future results and that the views expressed may not reflect the opinions of the platform as a whole [4]

Capital Group is favoring international equities over US peers, citing opportunities created by corporate governance reforms in countries like Japan https://t.co/C1wl1Fdawi ...

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, focusing on 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].