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

[Anonymous]

Anonymous wrote:

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.

What’s your motivation for these facetious replies? We are clearly in a recession. It is clearly due to uncertainty in tarrifs and supply chain, caused by the white house shoot from the hip style. We all feel high inflation and unemployment, even though the BLS won't report it. Buying global, which basically mean US multinational and Europe, makes perfect sense. It'll last until the shooting from the hip stops.

[Anonymous]

Anonymous wrote:

Anonymous wrote:

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.

What’s your motivation for these facetious replies? We are clearly in a recession. It is clearly due to uncertainty in tarrifs and supply chain, caused by the white house shoot from the hip style. We all feel high inflation and unemployment, even though the BLS won't report it. Buying global, which basically mean US multinational and Europe, makes perfect sense. It'll last until the shooting from the hip stops.

Oh I agree with you. I think anyone trying to divine any BS "cycles" or real reasons is dumb.

[Anonymous]

Anonymous wrote:

Anonymous wrote:

Anonymous wrote:

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.

What’s your motivation for these facetious replies? We are clearly in a recession. It is clearly due to uncertainty in tarrifs and supply chain, caused by the white house shoot from the hip style. We all feel high inflation and unemployment, even though the BLS won't report it. Buying global, which basically mean US multinational and Europe, makes perfect sense. It'll last until the shooting from the hip stops.

Oh I agree with you. I think anyone trying to divine any BS "cycles" or real reasons is dumb.

The reason is clear. The Rest of World has options besides dealing with an unreliable country that throws out negotiated treaties with every new threat. They are rewiring the global trade network around us.

[Anonymous]

Anonymous wrote:

Anonymous wrote:

Anonymous wrote:

Anonymous wrote:

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.

What’s your motivation for these facetious replies? We are clearly in a recession. It is clearly due to uncertainty in tarrifs and supply chain, caused by the white house shoot from the hip style. We all feel high inflation and unemployment, even though the BLS won't report it. Buying global, which basically mean US multinational and Europe, makes perfect sense. It'll last until the shooting from the hip stops.

Oh I agree with you. I think anyone trying to divine any BS "cycles" or real reasons is dumb.

The reason is clear. The Rest of World has options besides dealing with an unreliable country that throws out negotiated treaties with every new threat. They are rewiring the global trade network around us.

Please - California ALONE has the 4th highest GDP in the world. Not saying it will stay that way forever, but that unwind is going to take a while.

[Anonymous]

I'll add for OP, that if you want to understand, you need to start watching European news. Our US news media is doing a horrible job of informing us about major news events. The gaps are huuge.

And I don't mean right leaning vs left leaning. The whole emphasis on political lean has filtered important news out and selected political entertainment in.

[Anonymous]

Anonymous wrote:

Anonymous wrote:

Anonymous wrote:

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.

What’s your motivation for these facetious replies? We are clearly in a recession. It is clearly due to uncertainty in tarrifs and supply chain, caused by the white house shoot from the hip style. We all feel high inflation and unemployment, even though the BLS won't report it. Buying global, which basically mean US multinational and Europe, makes perfect sense. It'll last until the shooting from the hip stops.

Oh I agree with you. I think anyone trying to divine any BS "cycles" or real reasons is dumb.

So think “stock rotations” aren’t a real phenomena?

[Anonymous]

Op here. I understood fully well what was causing this. For my own shts and giggles I wanted to see what other folks were thinking. I knew a few folks would be able to clearly articulate why the US market is lagging and they are completely correct. What I really want ed to read was the pretzel-like logical contortions other folks who don’t get it would try and use. Like their main reasons are: “US stock are too expensive! Folks are looking for bargains world wide” which, while true, especially looking at things like a folks buying South Korean semi conductor stocks like sk Hynix etc, but a bargain is by no means why international markets are outperforming. I just really wanted to see wide eyed true believers try to justify things. Like it’s amusing to me they have a hard time just admitting the real reasons behind it. It would mean they would have to admit things to themselves that are uncomfortable and I feel they may lack the self awareness or be too high in dunning Kruger to be able to look inwardly and just say it.

[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.

Such naive thinking. We have crossed the rubicon. Americans know that even if a Dem gets in 2028, there is a Congress and contingent of tech billionaires that are MAGA. They are “going away” in 2027. Nope, they are here to stay.

[Anonymous]

Anonymous wrote:Op here. I understood fully well what was causing this. For my own shts and giggles I wanted to see what other folks were thinking. I knew a few folks would be able to clearly articulate why the US market is lagging and they are completely correct. What I really want ed to read was the pretzel-like logical contortions other folks who don’t get it would try and use. Like their main reasons are: “US stock are too expensive! Folks are looking for bargains world wide” which, while true, especially looking at things like a folks buying South Korean semi conductor stocks like sk Hynix etc, but a bargain is by no means why international markets are outperforming. I just really wanted to see wide eyed true believers try to justify things. Like it’s amusing to me they have a hard time just admitting the real reasons behind it. It would mean they would have to admit things to themselves that are uncomfortable and I feel they may lack the self awareness or be too high in dunning Kruger to be able to look inwardly and just say it.

OP, I am amused by you and your posts. I knew right away this was typical of a stray from the political forum. The difference between you and me is that I am an investor focused on the long run who isn't prejudiced by political biases and delusions. You're not an investor, you likely have no money and are living in the metaphorical basement. People like you surface on the money forum when you get bored with the political forum. Your are not looking for engaged conversations but to reinforce your narrarive. You're not convincing or surprising anyone.

Good luck.

[Anonymous]

Anonymous wrote:

Anonymous wrote:Op here. I understood fully well what was causing this. For my own shts and giggles I wanted to see what other folks were thinking. I knew a few folks would be able to clearly articulate why the US market is lagging and they are completely correct. What I really want ed to read was the pretzel-like logical contortions other folks who don’t get it would try and use. Like their main reasons are: “US stock are too expensive! Folks are looking for bargains world wide” which, while true, especially looking at things like a folks buying South Korean semi conductor stocks like sk Hynix etc, but a bargain is by no means why international markets are outperforming. I just really wanted to see wide eyed true believers try to justify things. Like it’s amusing to me they have a hard time just admitting the real reasons behind it. It would mean they would have to admit things to themselves that are uncomfortable and I feel they may lack the self awareness or be too high in dunning Kruger to be able to look inwardly and just say it.

OP, I am amused by you and your posts. I knew right away this was typical of a stray from the political forum. The difference between you and me is that I am an investor focused on the long run who isn't prejudiced by political biases and delusions. You're not an investor, you likely have no money and are living in the metaphorical basement. People like you surface on the money forum when you get bored with the political forum. Your are not looking for engaged conversations but to reinforce your narrarive. You're not convincing or surprising anyone.

Good luck.

Not OP. I’m always amused by your posts (and those like you). Someone who has made a little money in the market and thinks he is some sort of Wall Street player.

Your immature response: “I’ll call someone poor!” — tells us exactly who you are. A unfulfilled guy, who most certainly doesn’t work in finance (or know anyone on Wall Street), posting in the middle of the day to a mommy board while all the people on Wall Street (with real money) are too busy working and staying on top of the market. Is lunch break on the IT desk?

[Anonymous]

Anonymous wrote:

Anonymous wrote:

Anonymous wrote:

Anonymous wrote:

Anonymous wrote:

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.

What’s your motivation for these facetious replies? We are clearly in a recession. It is clearly due to uncertainty in tarrifs and supply chain, caused by the white house shoot from the hip style. We all feel high inflation and unemployment, even though the BLS won't report it. Buying global, which basically mean US multinational and Europe, makes perfect sense. It'll last until the shooting from the hip stops.

Oh I agree with you. I think anyone trying to divine any BS "cycles" or real reasons is dumb.

The reason is clear. The Rest of World has options besides dealing with an unreliable country that throws out negotiated treaties with every new threat. They are rewiring the global trade network around us.

Please - California ALONE has the 4th highest GDP in the world. Not saying it will stay that way forever, but that unwind is going to take a while.

If it could be undone which is doubtful it would take 20-40 years at best. There is no option for the dollar. There is no better option out there. That does not mean it was as good as it was but it means there are no other options. China is not a real option for the world and will never be. The EU cannot pull itself together and even they know that. It has less to do with this country and more to do with everyone else. Global trade is changing but the world does not really have other options.

[Anonymous]

Anonymous wrote:

Anonymous wrote:Op here. I understood fully well what was causing this. For my own shts and giggles I wanted to see what other folks were thinking. I knew a few folks would be able to clearly articulate why the US market is lagging and they are completely correct. What I really want ed to read was the pretzel-like logical contortions other folks who don’t get it would try and use. Like their main reasons are: “US stock are too expensive! Folks are looking for bargains world wide” which, while true, especially looking at things like a folks buying South Korean semi conductor stocks like sk Hynix etc, but a bargain is by no means why international markets are outperforming. I just really wanted to see wide eyed true believers try to justify things. Like it’s amusing to me they have a hard time just admitting the real reasons behind it. It would mean they would have to admit things to themselves that are uncomfortable and I feel they may lack the self awareness or be too high in dunning Kruger to be able to look inwardly and just say it.

OP, I am amused by you and your posts. I knew right away this was typical of a stray from the political forum. The difference between you and me is that I am an investor focused on the long run who isn't prejudiced by political biases and delusions. You're not an investor, you likely have no money and are living in the metaphorical basement. People like you surface on the money forum when you get bored with the political forum. Your are not looking for engaged conversations but to reinforce your narrarive. You're not convincing or surprising anyone.

Good luck.

My good man. That’s awesome.

However, I can assure you, while politics are imbued in my post, I am invested. In gold, gold miners, and international growth and value stocks. My ETFs and mutual funds are fking crushing it and will do for the foreseeable future.

Are you the perma bull Tesla guy? I’m sure you’re like 100% S&P, right? I like how you can’t tolerate anyone linking things together on this thread and pointing fingers. It’s funny to me. It’s like you think you’re being a patriot but all you’re doing is thinking in a myopic, insular way. You’re essentially the modern day Know Nothing party and are investing with that mentality. Good luck to you!

[Anonymous]

Anonymous wrote:I'll add for OP, that if you want to understand, you need to start watching European news. Our US news media is doing a horrible job of informing us about major news events. The gaps are huuge.

And I don't mean right leaning vs left leaning. The whole emphasis on political lean has filtered important news out and selected political entertainment in.

That's because in the US the news is always on the side of wall street. Who owns the media anyways? So Republicans and Dems are not different when it comes to protecting capital owners. They are the same.

[Anonymous]

Anonymous wrote:

Anonymous wrote:Op here. I understood fully well what was causing this. For my own shts and giggles I wanted to see what other folks were thinking. I knew a few folks would be able to clearly articulate why the US market is lagging and they are completely correct. What I really want ed to read was the pretzel-like logical contortions other folks who don’t get it would try and use. Like their main reasons are: “US stock are too expensive! Folks are looking for bargains world wide” which, while true, especially looking at things like a folks buying South Korean semi conductor stocks like sk Hynix etc, but a bargain is by no means why international markets are outperforming. I just really wanted to see wide eyed true believers try to justify things. Like it’s amusing to me they have a hard time just admitting the real reasons behind it. It would mean they would have to admit things to themselves that are uncomfortable and I feel they may lack the self awareness or be too high in dunning Kruger to be able to look inwardly and just say it.

OP, I am amused by you and your posts. I knew right away this was typical of a stray from the political forum. The difference between you and me is that I am an investor focused on the long run who isn't prejudiced by political biases and delusions. You're not an investor, you likely have no money and are living in the metaphorical basement. People like you surface on the money forum when you get bored with the political forum. Your are not looking for engaged conversations but to reinforce your narrarive. You're not convincing or surprising anyone.

Good luck.

Aw come on back buddy. Tell us how great 3.6 core PPI is and how revised down job numbers are awesome. And we are all idiots about investing and what causes capital flight and so forth. Teach us!

[Anonymous]

Other markets are just playing catch-up to US market.