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

[Anonymous]

Some countries still have good P/E ratios better valuations than US relative fundamentals.

[Anonymous]

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

It will continue until January 17 2027.

[Anonymous]

Have you forgotten that fed chair Powell leaves in May and a Trump appointee comes in? Don’t tell me Warsh is a hawk. Trump wouldn't nominate Warsh if he couldn't control Warsh.

[Anonymous]

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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.

I am the PP. In fairness all I have known growing up was living in a very corrupt and poorly ran country. Yet we didn't fall into civil war and still haven't (knock on woods).

What's happening in the US is nothing compared to what a lot of African countries are experiencing with their so called "democratic" governments.

Americans have always been privileged and they think what they are going through right now is the end of the world.

It's not the end of the world. You have a very resilient country with proven checks and balances. Don't throw that extremely privilege position you are in because of pessimism.

The US will be fine.

[Anonymous]

Anonymous wrote:Have you forgotten that fed chair Powell leaves in May and a Trump appointee comes in? Don’t tell me Warsh is a hawk. Trump wouldn't nominate Warsh if he couldn't control Warsh.

Wall Street control the country. Look at how many alumni they have at the Treasury.

Warsh will respond to his real bosses. They are on Wall Street and not in DC.

It doesn't matter who is in lower. Wall Street call the shots.

[Anonymous]

Anonymous wrote:

Anonymous wrote:Have you forgotten that fed chair Powell leaves in May and a Trump appointee comes in? Don’t tell me Warsh is a hawk. Trump wouldn't nominate Warsh if he couldn't control Warsh.

Wall Street control the country. Look at how many alumni they have at the Treasury.

Warsh will respond to his real bosses. They are on Wall Street and not in DC.

It doesn't matter who is in lower. Wall Street call the shots.

Wall Street wants a devalued dollar. Trump wants a devalued dollar. Soon fox news will start running stories about how a lower dollar is a good thing, if they aren't already. 'Real bosses', lol.

[Anonymous]

Anonymous wrote:

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

It will continue until January 17 2027.

Not January 21st? I would think it would be the 21st- then the VP could run two more times.

[Anonymous]

Anonymous wrote:

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

It will continue until January 17 2027.

Not January 21st? I would think it would be the 21st- then the VP could run two more times.

No no that date is wrong, it all runs on 9 year, 2 month, 3 day cycles, of course.

[Anonymous]

The dollar is falling and our business climate is horrible on main street. The regulatory environment is chaotic and driven by executive mansion caprice. Trump is making the US unprediictable and markets don't like that.

[Anonymous]

Foreign investors, including big pension and sovereign wealth funds, hold 18 to 28% of the S&P. Many are reducing exposure to US mega cap tech stocks due to overstretched valuations, volatility and the need to diversify risk amid geopolitical and economic concerns. There are expectations US interest rates will fall, weakening the dollar and therefore the value of their investments and returns.

At the same time, many US investment funds are also diverting funds to countries like Korea and Brazil.

[Anonymous]

Anonymous wrote:The dollar is falling and our business climate is horrible on main street. The regulatory environment is chaotic and driven by executive mansion caprice. Trump is making the US unprediictable and markets don't like that.

least MAGA person ever, but trump is the same trump he's always been. International isn't really outperforming by that much so the premise itself is a bit suspect. This whole weak USD argument is putting the dollar back where it was a whole 3-4 years ago.

[Anonymous]

So where are we in the rotation cycle guys? Late cycle? There is a flight from tech to emerging markets, developed international, and soon it’ll be consumer staples and utilities…

Anyway, I’ve been buying Gold, EWY, FLKR, AVDV, EMEQ in the meantime while they’re skyrocketing. Maybe in a year we’ll be at the late cycle more. Then recession.

[Anonymous]

Predictability premium. Not rantings o the day.

[Anonymous]

Anonymous wrote:So where are we in the rotation cycle guys? Late cycle? There is a flight from tech to emerging markets, developed international, and soon it’ll be consumer staples and utilities…

Anyway, I’ve been buying Gold, EWY, FLKR, AVDV, EMEQ in the meantime while they’re skyrocketing. Maybe in a year we’ll be at the late cycle more. Then recession.

We're already in a recession. They never call it one until like a year later.

[Anonymous]

Anonymous wrote:So where are we in the rotation cycle guys? Late cycle? There is a flight from tech to emerging markets, developed international, and soon it’ll be consumer staples and utilities…

Anyway, I’ve been buying Gold, EWY, FLKR, AVDV, EMEQ in the meantime while they’re skyrocketing. Maybe in a year we’ll be at the late cycle more. Then recession.

No, it's close to mid-early-late cycle. Once you see the rotation of Venus through the lunar bridging, you can see it very clearly.