Are you paying attention to the strength in international stocks?

Are you prepared for U.S weakness? 

have you thought about the possibility of this? have you been a part of a cycle where you dont have big tech leading the way? 

thats the environment that we currently find ourselves in.

That we have actually been in for over a year. look at the facts.

SPY since February 23 2024 is up 37.6% 
VEU - All world Ex US etf since February 23 2024 is up 50.70%

now as you can see its not all bad for US stocks, just because there are other leaders during this cycle does not make it necessarily a bad thing for US Stocks. 

After all the US has been leading the way, over the past 10 years SPY has increased 318% while the rest of the world is up 174%

so how long does the cycle last? that's what we have to wait to see.

look at the chart above from the past 6 months between SPY and VEU.

SPY peaked in October of 2025 testing the level again and December twice and started the year attempting to push past these highs. 

but since then, we have been siting inside of a price range and are now beginning to break below the zone again. 

meanwhile VEU is up over 17% in the past 6 months as it continues its uptrend.

This brings us back to my original question.

Are you prepared for a period of U.S weakness? its been happening already, now the idea is not to panic and throw U.S equities off the the side. 

it's about paying attention and seeing who the leaders are.

Markets trend and bull markets thrive off the rotations not hoping and praying that your holdings will come back. 

Eventually they might and thats what you prepare for, to not miss those opportunities into strength, but in the meantime listen to what the market is trying to tell you.

Your fellow trader, 

Lu