I ask you whether this changing up of the calculus is actually what global investors want to see. How difficult is it to calculate what the US government's going to do next. Well, it's very difficult indeed, because the speed at which things are coming, some news are usual, some news are unusual. So the speed at which things are coming to investors attention is just went out of control.And some of the news do have positive implications for our companies. But there is still the risk that the US government's ...

Market Overview & Strategy - The market has largely priced in positive news, suggesting limited further upside and increased downside risk if earnings disappoint [1][7] - Strategy Asset Managers favors international markets due to the depreciating dollar, creating advantages for certain stocks [2] - A weak dollar is generally beneficial for US net exporters and should aid international stocks through translation effects [6][8] - The firm advises clients to look beyond short-term market noise and maintain a confident long-term outlook [5] Investment Opportunities - Marcato Libre, an e-commerce and fintech company with exposure to Argentina, is favored due to growth potential in Latin America, which is considered greater than in Europe [3] - The healthcare sector, particularly biotechnology and pharmaceuticals, is highlighted as a key area of focus [13] - Eli Lilly (Lily) is favored for its potential in the GLP-1 drug market, targeting the billion people globally who are obese [13] - Next-generation vaccines and personalized cancer vaccines represent exciting advancements in biotechnology [14] Monetary Policy & Economic Factors - The market anticipates the Federal Reserve to implement rate cuts, potentially starting towards the end of the year [10] - The high US deficit necessitates eventual rate cuts, although the timing remains uncertain [10][11]

Let's talk about one more final one here and that theme has recently taken hold is whether international markets have been underperforming for so long that it is now maybe time to get into some of those. We're actually seeing even more tailored thematic investing like small cap international ETF exposure. Dave, how nuanced can we get about certain places that have underperformed and maybe are expected or predicted to outperform.Yeah, it's tough to get really excited about international as an investor becaus ...

Aurora Cannabis shares tumbled Wednesday as the Canadian cannabis operator said it expects “temporary declines” in its international markets, which include the U.S. https://t.co/4EWz1fWTrh ...

Our next guest is worried more about the jobs market anyway and about the president's big beautiful bill and he thinks international markets are the right idea for investors right now. Eric Pacman is chief analytics officer at Bankree Capital Adviserss. Eric, so many people I mean look at the dollar today, right.There's so looking to international stocks and hoping that they're not jumping in right at the moment that uh this this trade is about to turn. So reassure them. Yeah.So maybe I have some good news ...