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Global markets' pecking order could be shifting. That's the fear being voiced by more investors in recent months as doubts swirl around American exceptionalism — the idea that investors can expect ...

The US stock market is trading at a 7% discount to the composite of our valuations. Market volatility looks calm on the surface, but sector rotation is intense. Software stocks are under heavy ...

After outpacing US stocks in 2025, international markets have tumbled since the start of the Iran war as investors seek refuge in US-dominated assets. Investors see American energy independence as a ...

The US stock market, typically considered the engine of the global economy, has struggled to find its footing through the first months of 2026, even as the rest of the world has surged ahead. As a ...

You're currently following this author! Want to unfollow? Unsubscribe via the link in your email. Global markets' pecking order could be shifting. That's the fear being voiced by more investors in ...