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🔎 We're Witnessing a Generational Breakout

June 9, 2025

📊 Daily ETF Overview

 

It's difficult to form much of a bearish thesis on stocks when global markets look as attractive as they do right now.

Notice that the United States is just a mere stones throw from all-time highs, yet it's in the bottom half of our ETF Power Rankings table. And this is for a simple reason: many global markets are already well into price discovery while the U.S. is still below its highs.

American investors have been rewarded favorably for their overexposure to their home country for the last 15-years. But there's meaningful data to suggest that increasing exposure toward Europe, Australasia, and the Far East will do better in this new environment.

We are witnessing a generational breakout in global stocks right now.

 

 

It's these breakouts that precede years of price discovery and outperformance.

There's a generational transfer of capital from the U.S. and into developed markets around the world, and it's more pertinent than ever to consider these opportunities shaping up.