Can anyone quantify exactly why international stocks are outperforming S&P 500?

[Anonymous]

Anonymous wrote:

Anonymous wrote:

Anonymous wrote:

Anonymous wrote:

Anonymous wrote:People who focus on a snapshot in time and not broader picture are doomed to lose money.

Anyway, diversify if you want. There funds that track international stocks. I have some in such funds.

So this is a blip? An anomaly? All will flow back to us stocks eventually? This is not part of a larger trade pattern?

If you are this worried, you are doomed to lose money. There are some years when international markets do better. Has always been the case, Trump or not. Just diversify intelligently. With proper advice.

No, I’m specifically asking you, you really think that they’ll be an inflow of capital of the US after this? I’m just very curious so you think at the end of the day the US will always be the dominant stock market with all that’s going on.

Can tell you're not a serious investor nor looking for a serious discussion. But here's a few things.

1. US is by far the most dynamic and resilient economy in the world. Look at how easily it was able to absorb the shock effects of the tariffs.

2. The second most important economy is a highly untrustworthy manipulative mercantilist economy run by a brutal dictatorship.

3. The other developed economies are OK, meaning not amazing and often moribund with little dynamism and plenty of growth strangling regulations.

You do what you want. Good luck.

I'd argue the US is currently a bit of 1 & a bit of 2. Whether the 2 part is structural or will go towards 0 is anybody's guess.

[Anonymous]

Anonymous wrote:

Anonymous wrote:

Anonymous wrote:

Anonymous wrote:

Anonymous wrote:People who focus on a snapshot in time and not broader picture are doomed to lose money.

Anyway, diversify if you want. There funds that track international stocks. I have some in such funds.

So this is a blip? An anomaly? All will flow back to us stocks eventually? This is not part of a larger trade pattern?

If you are this worried, you are doomed to lose money. There are some years when international markets do better. Has always been the case, Trump or not. Just diversify intelligently. With proper advice.

No, I’m specifically asking you, you really think that they’ll be an inflow of capital of the US after this? I’m just very curious so you think at the end of the day the US will always be the dominant stock market with all that’s going on.

Can tell you're not a serious investor nor looking for a serious discussion. But here's a few things.

1. US is by far the most dynamic and resilient economy in the world. Look at how easily it was able to absorb the shock effects of the tariffs.

2. The second most important economy is a highly untrustworthy manipulative mercantilist economy run by a brutal dictatorship.

3. The other developed economies are OK, meaning not amazing and often moribund with little dynamism and plenty of growth strangling regulations.

You do what you want. Good luck.

And you are clearly MAGA and not aware of broader geopolitics and its effect on the US economy. Trump is viewed as unstable and unreliable with authoritarian tendencies. The world views the ICE killings and USA’s support of Israel’s human rights’ violations as similar to China. China has gotten a major PR boost from Trump. They look much more reliable and predictable. The world is moving away from the USA, as they should. We don’t act reliable —or as an ally. Vance and crew have said as much, proudly. Wall Street can only be in denial for so long. Look at the first two months of the year. Are we winning yet?

1) In January 2026, Canada and China concluded a preliminary trade agreement to ease bilateral tensions and boost commerce, lowering tariffs on Canadian agricultural goods (canola, seafood) in exchange for reduced tariffs on up to 49,000 Chinese electric vehicles (EVs).

As of February 2026, the European Union and China have reached a framework agreement allowing Chinese EV manufacturers to avoid punitive tariffs (up to 35.3% added to a 10% duty) by committing to minimum import prices and, in some cases, investing in the EU.

[Anonymous]

OP this is why we have diversified portfolios right? Who cares who outperforms over some small interval? You could argue, why did US outpeform for so long over international stocks?

[Anonymous]

Anonymous wrote:

Anonymous wrote:

Anonymous wrote:

Anonymous wrote:

Anonymous wrote:

Anonymous wrote:People who focus on a snapshot in time and not broader picture are doomed to lose money.

Anyway, diversify if you want. There funds that track international stocks. I have some in such funds.

So this is a blip? An anomaly? All will flow back to us stocks eventually? This is not part of a larger trade pattern?

If you are this worried, you are doomed to lose money. There are some years when international markets do better. Has always been the case, Trump or not. Just diversify intelligently. With proper advice.

No, I’m specifically asking you, you really think that they’ll be an inflow of capital of the US after this? I’m just very curious so you think at the end of the day the US will always be the dominant stock market with all that’s going on.

Can tell you're not a serious investor nor looking for a serious discussion. But here's a few things.

1. US is by far the most dynamic and resilient economy in the world. Look at how easily it was able to absorb the shock effects of the tariffs.

2. The second most important economy is a highly untrustworthy manipulative mercantilist economy run by a brutal dictatorship.

3. The other developed economies are OK, meaning not amazing and often moribund with little dynamism and plenty of growth strangling regulations.

You do what you want. Good luck.

And you are clearly MAGA and not aware of broader geopolitics and its effect on the US economy. Trump is viewed as unstable and unreliable with authoritarian tendencies. The world views the ICE killings and USA’s support of Israel’s human rights’ violations as similar to China. China has gotten a major PR boost from Trump. They look much more reliable and predictable. The world is moving away from the USA, as they should. We don’t act reliable —or as an ally. Vance and crew have said as much, proudly. Wall Street can only be in denial for so long. Look at the first two months of the year. Are we winning yet?

1) In January 2026, Canada and China concluded a preliminary trade agreement to ease bilateral tensions and boost commerce, lowering tariffs on Canadian agricultural goods (canola, seafood) in exchange for reduced tariffs on up to 49,000 Chinese electric vehicles (EVs).

As of February 2026, the European Union and China have reached a framework agreement allowing Chinese EV manufacturers to avoid punitive tariffs (up to 35.3% added to a 10% duty) by committing to minimum import prices and, in some cases, investing in the EU.

The big difference is that the US can vote in a new president every four years if they want, and presidents are term limited. The US has many levels of checks and balances built into the system.

China has none of the above.

[Anonymous]

I hope international keep doing well because I already dumped my entire Roth 2027 contribution into FZILX.

Oh well.

[Anonymous]

Anonymous wrote:

Anonymous wrote:

Anonymous wrote:

Anonymous wrote:

Anonymous wrote:

Anonymous wrote:

Anonymous wrote:People who focus on a snapshot in time and not broader picture are doomed to lose money.

Anyway, diversify if you want. There funds that track international stocks. I have some in such funds.

So this is a blip? An anomaly? All will flow back to us stocks eventually? This is not part of a larger trade pattern?

If you are this worried, you are doomed to lose money. There are some years when international markets do better. Has always been the case, Trump or not. Just diversify intelligently. With proper advice.

No, I’m specifically asking you, you really think that they’ll be an inflow of capital of the US after this? I’m just very curious so you think at the end of the day the US will always be the dominant stock market with all that’s going on.

Can tell you're not a serious investor nor looking for a serious discussion. But here's a few things.

1. US is by far the most dynamic and resilient economy in the world. Look at how easily it was able to absorb the shock effects of the tariffs.

2. The second most important economy is a highly untrustworthy manipulative mercantilist economy run by a brutal dictatorship.

3. The other developed economies are OK, meaning not amazing and often moribund with little dynamism and plenty of growth strangling regulations.

You do what you want. Good luck.

And you are clearly MAGA and not aware of broader geopolitics and its effect on the US economy. Trump is viewed as unstable and unreliable with authoritarian tendencies. The world views the ICE killings and USA’s support of Israel’s human rights’ violations as similar to China. China has gotten a major PR boost from Trump. They look much more reliable and predictable. The world is moving away from the USA, as they should. We don’t act reliable —or as an ally. Vance and crew have said as much, proudly. Wall Street can only be in denial for so long. Look at the first two months of the year. Are we winning yet?

1) In January 2026, Canada and China concluded a preliminary trade agreement to ease bilateral tensions and boost commerce, lowering tariffs on Canadian agricultural goods (canola, seafood) in exchange for reduced tariffs on up to 49,000 Chinese electric vehicles (EVs).

As of February 2026, the European Union and China have reached a framework agreement allowing Chinese EV manufacturers to avoid punitive tariffs (up to 35.3% added to a 10% duty) by committing to minimum import prices and, in some cases, investing in the EU.

The big difference is that the US can vote in a new president every four years if they want, and presidents are term limited. The US has many levels of checks and balances built into the system.

China has none of the above.

Sir you are correct. As someone from a so called "democratic" African country, I think the US has no parallel in terms of checks and balances.

[Anonymous]

Anonymous wrote:OP this is why we have diversified portfolios right? Who cares who outperforms over some small interval? You could argue, why did US outpeform for so long over international stocks?

Why do you think they outperformed before? Did have anything to do with reliability and stability? I’m genuinely interested in the cognitive dissonance shown here. It’s fascinating. It’s as if everyone thinks it’s all normal and business as usual. The poster above was correct by the way.

[Anonymous]

Anonymous wrote:

Anonymous wrote:

Anonymous wrote:

Anonymous wrote:

Anonymous wrote:

Anonymous wrote:

Anonymous wrote:

Anonymous wrote:People who focus on a snapshot in time and not broader picture are doomed to lose money.

Anyway, diversify if you want. There funds that track international stocks. I have some in such funds.

So this is a blip? An anomaly? All will flow back to us stocks eventually? This is not part of a larger trade pattern?

If you are this worried, you are doomed to lose money. There are some years when international markets do better. Has always been the case, Trump or not. Just diversify intelligently. With proper advice.

No, I’m specifically asking you, you really think that they’ll be an inflow of capital of the US after this? I’m just very curious so you think at the end of the day the US will always be the dominant stock market with all that’s going on.

Can tell you're not a serious investor nor looking for a serious discussion. But here's a few things.

1. US is by far the most dynamic and resilient economy in the world. Look at how easily it was able to absorb the shock effects of the tariffs.

2. The second most important economy is a highly untrustworthy manipulative mercantilist economy run by a brutal dictatorship.

3. The other developed economies are OK, meaning not amazing and often moribund with little dynamism and plenty of growth strangling regulations.

You do what you want. Good luck.

And you are clearly MAGA and not aware of broader geopolitics and its effect on the US economy. Trump is viewed as unstable and unreliable with authoritarian tendencies. The world views the ICE killings and USA’s support of Israel’s human rights’ violations as similar to China. China has gotten a major PR boost from Trump. They look much more reliable and predictable. The world is moving away from the USA, as they should. We don’t act reliable —or as an ally. Vance and crew have said as much, proudly. Wall Street can only be in denial for so long. Look at the first two months of the year. Are we winning yet?

1) In January 2026, Canada and China concluded a preliminary trade agreement to ease bilateral tensions and boost commerce, lowering tariffs on Canadian agricultural goods (canola, seafood) in exchange for reduced tariffs on up to 49,000 Chinese electric vehicles (EVs).

As of February 2026, the European Union and China have reached a framework agreement allowing Chinese EV manufacturers to avoid punitive tariffs (up to 35.3% added to a 10% duty) by committing to minimum import prices and, in some cases, investing in the EU.

The big difference is that the US can vote in a new president every four years if they want, and presidents are term limited. The US has many levels of checks and balances built into the system.

China has none of the above.

Sir you are correct. As someone from a so called "democratic" African country, I think the US has no parallel in terms of checks and balances.

Really? You think it really has no parallel in checks and balances? Really? Even after this year? Incredible.

[Anonymous]

Anonymous wrote:I hope international keep doing well because I already dumped my entire Roth 2027 contribution into FZILX.

Oh well.

I put mine in gold and DEMZX. Everyone else here keeps buying VOO and missing out on gains.

[Anonymous]

Anonymous wrote:

Anonymous wrote:

Anonymous wrote:

Anonymous wrote:

Anonymous wrote:

Anonymous wrote:

Anonymous wrote:

Anonymous wrote:People who focus on a snapshot in time and not broader picture are doomed to lose money.

Anyway, diversify if you want. There funds that track international stocks. I have some in such funds.

So this is a blip? An anomaly? All will flow back to us stocks eventually? This is not part of a larger trade pattern?

If you are this worried, you are doomed to lose money. There are some years when international markets do better. Has always been the case, Trump or not. Just diversify intelligently. With proper advice.

No, I’m specifically asking you, you really think that they’ll be an inflow of capital of the US after this? I’m just very curious so you think at the end of the day the US will always be the dominant stock market with all that’s going on.

Can tell you're not a serious investor nor looking for a serious discussion. But here's a few things.

1. US is by far the most dynamic and resilient economy in the world. Look at how easily it was able to absorb the shock effects of the tariffs.

2. The second most important economy is a highly untrustworthy manipulative mercantilist economy run by a brutal dictatorship.

3. The other developed economies are OK, meaning not amazing and often moribund with little dynamism and plenty of growth strangling regulations.

You do what you want. Good luck.

And you are clearly MAGA and not aware of broader geopolitics and its effect on the US economy. Trump is viewed as unstable and unreliable with authoritarian tendencies. The world views the ICE killings and USA’s support of Israel’s human rights’ violations as similar to China. China has gotten a major PR boost from Trump. They look much more reliable and predictable. The world is moving away from the USA, as they should. We don’t act reliable —or as an ally. Vance and crew have said as much, proudly. Wall Street can only be in denial for so long. Look at the first two months of the year. Are we winning yet?

1) In January 2026, Canada and China concluded a preliminary trade agreement to ease bilateral tensions and boost commerce, lowering tariffs on Canadian agricultural goods (canola, seafood) in exchange for reduced tariffs on up to 49,000 Chinese electric vehicles (EVs).

As of February 2026, the European Union and China have reached a framework agreement allowing Chinese EV manufacturers to avoid punitive tariffs (up to 35.3% added to a 10% duty) by committing to minimum import prices and, in some cases, investing in the EU.

The big difference is that the US can vote in a new president every four years if they want, and presidents are term limited. The US has many levels of checks and balances built into the system.

China has none of the above.

Sir you are correct. As someone from a so called "democratic" African country, I think the US has no parallel in terms of checks and balances.

And you think voting is going smoothly this year? You think it’ll be all hunky dory and no questioning of the results? And you also think the the US stock market will always remain #1? I’m so interested in all these thoughts because they really expose and interesting state.

[Anonymous]

Anonymous wrote:

Anonymous wrote:

Anonymous wrote:

Anonymous wrote:

Anonymous wrote:

Anonymous wrote:

Anonymous wrote:

Anonymous wrote:

Anonymous wrote:People who focus on a snapshot in time and not broader picture are doomed to lose money.

Anyway, diversify if you want. There funds that track international stocks. I have some in such funds.

So this is a blip? An anomaly? All will flow back to us stocks eventually? This is not part of a larger trade pattern?

If you are this worried, you are doomed to lose money. There are some years when international markets do better. Has always been the case, Trump or not. Just diversify intelligently. With proper advice.

No, I’m specifically asking you, you really think that they’ll be an inflow of capital of the US after this? I’m just very curious so you think at the end of the day the US will always be the dominant stock market with all that’s going on.

Can tell you're not a serious investor nor looking for a serious discussion. But here's a few things.

1. US is by far the most dynamic and resilient economy in the world. Look at how easily it was able to absorb the shock effects of the tariffs.

2. The second most important economy is a highly untrustworthy manipulative mercantilist economy run by a brutal dictatorship.

3. The other developed economies are OK, meaning not amazing and often moribund with little dynamism and plenty of growth strangling regulations.

You do what you want. Good luck.

And you are clearly MAGA and not aware of broader geopolitics and its effect on the US economy. Trump is viewed as unstable and unreliable with authoritarian tendencies. The world views the ICE killings and USA’s support of Israel’s human rights’ violations as similar to China. China has gotten a major PR boost from Trump. They look much more reliable and predictable. The world is moving away from the USA, as they should. We don’t act reliable —or as an ally. Vance and crew have said as much, proudly. Wall Street can only be in denial for so long. Look at the first two months of the year. Are we winning yet?

1) In January 2026, Canada and China concluded a preliminary trade agreement to ease bilateral tensions and boost commerce, lowering tariffs on Canadian agricultural goods (canola, seafood) in exchange for reduced tariffs on up to 49,000 Chinese electric vehicles (EVs).

As of February 2026, the European Union and China have reached a framework agreement allowing Chinese EV manufacturers to avoid punitive tariffs (up to 35.3% added to a 10% duty) by committing to minimum import prices and, in some cases, investing in the EU.

The big difference is that the US can vote in a new president every four years if they want, and presidents are term limited. The US has many levels of checks and balances built into the system.

China has none of the above.

Sir you are correct. As someone from a so called "democratic" African country, I think the US has no parallel in terms of checks and balances.

And you think voting is going smoothly this year? You think it’ll be all hunky dory and no questioning of the results? And you also think the the US stock market will always remain #1? I’m so interested in all these thoughts because they really expose and interesting state.

Your posts certainly expose an interesting state. How old are you? Your life experiences might explain a lot about the genesis of your ideas.

[Anonymous]

To answer the original question, the dollar is weakening. If you invest in non-dollar based funds, when the value gets converted back to dollars it appears to increase.

[Anonymous]

Anonymous wrote:Can they provide a clear thesis for this and how long it is slated to continue?

Ask Bogleheads for a better answer.

[Anonymous]

Anonymous wrote:Can they provide a clear thesis for this and how long it is slated to continue?

Current value of the dollar and political instability in US creates greater opportunity for international stocks. Will continue for a couple of years.

[Anonymous]

Historically, it wavers back and forth. Investing in international stocks is a way to diversify and temper large downs and ups. Plus, currently, S&P 500 is not considered to be diversified as the top few companies dominate the value.