Nvidia continues to blow expectations away. Microsoft stock has rarely been this cheap on an earnings basis in recent years.
Source: https://www.fool.com/investing/2026/03/03/2-trillion-dollar-…
International equities experienced a prolonged period of under-performance (2009-2024), challenging investor conviction in global diversification. 2025 witnessed a surge from rock-bottom valuation, leading IDV to breach a 17-year trading range. Strong momentum, and continuing under-investment may signal a ‘1982 moment.’ Reassessing portfolio allocations to international markets may be warranted as relative value and mean reversion dynamics come into focus.
Every market cycle creates a new group of instant experts who promise you the next hot trade, the next AI moonshot, or the one stock that will make you rich by Friday afternoon.
Novartis has proved that it can navigate headwinds such as patent cliffs and a slow economy. Shopify’s long-term ambitions are off to a great start, given its large addressable market and economic moat.
