🔎 Resilience in a War Zone

We keep talking about the broadening of opportunities across global equity markets, especially as international stocks continue to outperform their U.S. counterparts.

One of the most surprising standouts? Israel — $EIS has quietly surged to the top of the leaderboard, despite ongoing war and heightened geopolitical tension. In fact, the ETF has just broken out of a massive multi-year base and is now firmly in price discovery.

Israel remains one of the world’s premier technology hubs, home to a thriving ecosystem of software, cybersecurity, and semiconductor firms. And the market seems to be pricing in that innovation and resilience, not the headlines.

This is a powerful reminder that price leads narrative. When money flows, it often does so for reasons that transcend the obvious.

Investors would be wise not to overlook what’s happening here.