We’ve been pounding the table all year on international stocks, making the case that we’re in the early stages of a major outperformance cycle outside the U.S.
It’s been one of the dominant investment themes of 2025—and all signs suggest we’re just getting started.
That said, our rankings now show the S&P 500 back in the green after months of underperformance.
When we plot the S&P 500 ($SPY) relative to the All World ex-US ETF ($VEU), the longer-term trend still favors international, but U.S. equities appear to be turning a corner—at least in the short term.
With the S&P 500 and several U.S. sectors breaking out to all-time highs, we’re seeing some capital flow back to domestic markets.
For American investors, the takeaway is clear: with more opportunities emerging globally, selectivity is critical.
That’s exactly why Herb Greenberg is digging deep—exposing the weak links in the market.
You don’t need to guess which stocks to avoid, Herb’s done the homework. If it smells wrong, he’ll show you exactly why. This is your shot to see it live on Wednesday — sign up now.
