Tag: international equities

Day 267 of 1000: Pondering Portfolio Moves After a Weekend of War

A Monday morning musing about financial markets after the U.S./Israel attack on Iran over the weekend. I’m expecting things to take some time to play out, so no immediate action is necessary.

March 2, 2026
Day 260 of 1000: An Easy Way to Hedge Against Dollar Weakness

Hedge against continued dollar weakness by tilting your portfolio towards international equities and away from U.S.

February 23, 2026
Day 246 of 1000: Land of the Rising Sun?

Japan’s new prime minister Sanae Takaichi won a super-majority in the house in yesterday’s snap elections. What does this mean for financial markets?

February 9, 2026
Day 242 of 1000: Equity Valuations Fall Slowly When There’s Inflation

A lesson from financial strategist Russell Napier. Equity valuations fall slowly when there’s inflation. Are we facing a period of structurally high inflation?

February 5, 2026