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Blue Owl Capital: This Is Not 2008 (NYSE:OBDC)
Seeking Alpha· 2026-03-24 22:19
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 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]
Markets Are Souring On Trump's Iran Strategy
Seeking Alpha· 2026-03-20 16:55
Group 1 - The Iran war has entered its third week with no resolution in sight [1] Group 2 - James Foord, an economist, has been analyzing global markets for a decade and leads The Pragmatic Investor, focusing on building diversified portfolios [2] - The Pragmatic Investor covers various sectors including global macro, international equities, commodities, tech, and cryptocurrencies [2] - The platform offers features such as a portfolio, weekly market updates, actionable trades, technical analysis, and a chat room for investors [2]
Adobe: Record Quarter, But ARR Slowdown And CEO Transition Drag Stock Down (NASDAQ:ADBE)
Seeking Alpha· 2026-03-13 18:50
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 and diversified portfolios [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]
Europe Needs Nebius, And Nvidia Knows It
Seeking Alpha· 2026-03-12 07:58
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 of The Pragmatic Investor include a portfolio, weekly market updates, actionable trades, technical analysis, and a chat room for investors [1]
Forget Iran, The Real War Is With China
Seeking Alpha· 2026-03-09 22:26
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 and diversified portfolios [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]
Oil Could Crash The S&P 500 Or Send It To 7,500
Seeking Alpha· 2026-03-06 23:18
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 and diversified portfolios [1] - The investment group covers various sectors including global macro, international equities, commodities, technology, and cryptocurrencies [1] - The Pragmatic Investor provides features such as a portfolio, weekly market updates, actionable trades, technical analysis, and a chat room for investors [1]
Forget Iran, South Korea Is The Real Threat To Markets
Seeking Alpha· 2026-03-05 16:04
Core Insights - The article emphasizes the importance of building diversified investment portfolios to preserve and increase wealth over time [1] Group 1: Company Overview - The Pragmatic Investor is an investing group led by economist James Foord, focusing on global macro, international equities, commodities, tech, and cryptocurrencies [1] - The group aims to guide investors of all levels through various features such as a portfolio, weekly market updates, actionable trades, technical analysis, and a chat room [1]
Is The Iran War Sell-Off Overdone?
Seeking Alpha· 2026-03-03 22:40
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 and diversified portfolios [1] - The investment group covers various sectors including global macro, international equities, commodities, technology, and cryptocurrencies [1] - The platform provides features such as a dedicated portfolio, weekly market updates, actionable trades, technical analysis, and a chat room for investors [1]
Blue Owl: Buy The Panic
Seeking Alpha· 2026-02-27 14:22
Core Viewpoint - The article highlights the expertise of James Foord, an economist with a decade of experience in analyzing global markets, and his leadership of 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]
ETF Prime: International Stocks Lead Flows
Etftrends· 2026-02-20 17:11
Core Insights - International equities have seen record inflows, with over $220 billion in net inflows in 2025 and approximately $75 billion year-to-date in 2026 [1] Group 1: International Equity Flows - The iShares Core MSCI Emerging Markets ETF (IEMG) ranks second in inflows with about $10 billion year-to-date [1] - The Vanguard Total International Stock ETF (VXUS) attracted roughly $9 billion, while the Vanguard FTSE Developed Markets ETF (VEA) saw about $3 billion in inflows [1] - Performance has been a key driver, with IEMG up 48% and the iShares MSCI EAFE ETF (EFA) gaining 44% since the beginning of 2025, significantly outpacing the S&P 500's 18% gain [1] - A weaker U.S. dollar, down approximately 10% since early 2025, and attractive valuations are contributing factors, as international equities trade at about 18 times forward earnings compared to 22 times in the U.S. [1] Group 2: Active ETF Trends - Active ETFs represent only 11% of total industry assets at $1.5 trillion but captured 36% of all flows in 2025 [1] - Financial advisors are driving the adoption of active ETFs, with 47% of their ETF flows directed towards active strategies [1] - Of the over 1,000 ETFs launched in 2025, 889 were active strategies, with advisors favoring those with expense ratios between 20 and 40 basis points, which captured 46% of flows [1] - Only 14% of advisor flows went to ETFs costing 60-plus basis points, compared to 20% in the broader retail market, indicating a greater fee-consciousness among advisors [1] - Small caps and options-based income strategies are identified as growth categories for 2026, with the Russell 2000 projected to have an earnings growth estimate of 41% [1]