James Alexander Booth
United Kingdom
6m
Hello to copiers and followers Markets continue to climb steadily. Beneath the surface, notable shifts are unfolding. As the economy softens, commodities like gold and silver have significantly outperformed U.S. technology stocks, and non-U.S. markets are outpacing their American counterparts. This marks a meaningful change I've anticipated. International capital is gradually shifting away from the United States toward other markets, and we are well positioned to capitalise on this trend. For the past decade, the dominant market dynamic has been capital flowing into the U.S., boosting both the dollar and stock prices, delivering gains from both currency appreciation and equity growth. However, no trend lasts forever—cycles shift, and new bull markets emerge elsewhere. By maintaining a diversified portfolio, I aim to capture these emerging opportunities. Regards, Jim
2 replies
null
.