ACW

ACWX

5 tracked calls · 5 long · 0 short · last 90d: 3L/0S

first called by Jordi Visser 5mo ago

ACWACWXLONG3w ago

“non- US stocks both emerging markets and developed non- US stocks that that has been a trend that has been very strong... investors should be thinking the US market is not the only game in town it's t”

Thoughtful Money · Adam Taggart | Thoughtful Money®

Shift a 20% equity allocation into international markets to escape a severely overvalued US market currently blinded by delusional earnings forecasts.

ACWACWXLONG@ $76.39

$74.57-2.37%

since call Jul 5

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ACWACWXLONG4w ago

“we've drunk our own Kool-Aid and believe that the US is the only place to invest and the last 18 months is a reflection of that that we've had a a a mini boom going on in the rest of the world all dri”

Monetary Matters · The Monetary Matters Network

US data center investment sits at just 2% of GDP, leaving massive runway for the AI infrastructure boom to enrich international supply chain equities.

ACWACWXLONG@ $75.40

$74.57-1.10%

since call Jun 29

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ACWACWXLONG1mo ago

“my only advice would be rotate out of the S P 500 into the S P 500 equal weight or more globally diversified equity portfolio that's not as exposed to 50% technology.”

The Master Investor Podcast

Long globally diversified equities: Rotating into global markets offers crucial protection against the extreme 50% technology concentration currently threatening the US indices.

ACWACWXLONG@ $76.32

$74.57-2.29%

since call Jun 9

peak +1.4%

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ACWACWXLONG5mo ago

“outside of the U.S. and outside of the dispersion, MSCI World ex the US looks fantastic... this chart is going parabolic the other way of IGV.”

Jordi Visser

Foreign stocks (MSCI World ex-US) go parabolic because they lack the software exposure dragging down the US.

ACWACWXLONG@ $73.64

$74.57+1.26%

since call Mar 1