US EditionHow to Diversify Against the Dollar - A Wealth of Common Sense
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How to Diversify Against the Dollar - A Wealth of Common Sense
In my last post I looked at the impressive outperformance of international stocks this year: With all the AI excitement it’s hard to believe foreign stocks are beating the pants off American stocks in 2025 when you consider the sector exposure discepancies: When you include communication services (which includes Google, Facebook and Netflix) and the tech stocks in consumer discretionary (which includes Amazon and ...
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