Keep in mind, that despite so many things working this year, the exposure that U.S. Indexes have to American Tech stocks is off the charts.
You simply don't have any American Mega-cap Tech stocks in Europe (FEZ), which is up over 14.5% this quarter. Latin America (ILF) and Africa (AFK) are each up 13.5% this quarter. And Chinese Internet (KWEB) is up 20%.
These are historic returns to start the year. And I'm not cherry picking here. We're literally talking about every continent except North America.
Meanwhile, the S&P500, Dow Jones Industrial Average and Nasdaq100 are all...
If global growth is going to pick up, you’ll likely see it first in the copper to gold ratio.
Historically, it moves in lockstep with the 10 year yield — and right now, there’s a glaring gap. If that gap closes, copper’s about to get loud.
And it’s already whispering.
Copper just hit a 52 week high.
International stocks are starting to hum.
Momentum always shows up quietly before it slams the door.
Here’s the kicker: global growth isn’t being driven by the usual suspects. It’s not the U.S. or Europe. It’s the rest of the world — emerging market and developing economies are growing at 4.2%, more than double the 1.8% of advanced economies.
The world is moving at 3.2%, and the heavy lifting is coming from places most investors still ignore.
That matters. Because copper doesn’t just track growth — it sniffs it out early. And right now, it smells something big.
(TLDR) Why we think copper moves higher from here:
Copper just broke out to a new 52 week high
International equities are gaining momentum alongside it
There are so many things working this year. American Growth stocks are just not on the list.
The underperformance from this group is on another level. These are things that haven't been seen in 20 years.
Look at U.S. Technology hitting new cycle lows relative to the S&P500. The struggle has been real since last summer. And the selling has not slowed down.
Also notice how the High Beta Index is hitting new lows relative to Low Volatility.
Over half the S&P500 High Beta Index is in Technology.
Berkshire Hathaway, for example, which is hitting new all-time highs, is one of the largest component of the Low Volatility Index.
It's the High Beta stuff - Tech and Consumer Discretionary, that's leading the way lower in the United States.
Here is the Semiconductors Index peaking last summer relative to the S&P500 "in the middle of an AI Revolution" lol.
AI revolution. More like an AI hallucination...
There are so many things working in this market.
Every single sector in the U.S. is either flat or up in 2025, except for Technology and Consumer Discretionary which are both down double digits this...
Our International Hall of Famers list is composed of the 100 largest US-listed international stocks, or ADRs.
We've also sprinkled in some of the largest ADRs from countries that did not make the market cap cut.
These stocks range from some well-known mega-cap multinationals such as Toyota Motor and Royal Dutch Shell to some large-cap global disruptors such as Sea Ltd and Shopify.
It's got all the big names and more–but only those that are based outside the US. You can find all the largest US stocks on our original Hall of Famers list.
The beauty of these scans is really in their simplicity.
We take the largest names each week and then apply technical filters in a way that the strongest stocks with the most momentum rise to the top.
Based on the market environment, we can also flip the scan on its head and filter for weakness.
Let's dive in and take a look at some of the most important stocks from around the world.
Everyone has an opinion on the stock underlying today's trade. Strong opinions.
The Bulls think the stock price is a steal here. The Bears think this party is over, and a long overdue comeuppance is on the horizon, which will careen the stock price lower.
Welcome to TheJunior International Hall of Famers.
With the goal of finding more bullish setups, we have decided to expand one of our favorite scans and broaden our regular coverage of the largest US-listed international stocks, or ADRs.
This scan is composed of the next 100 largest stocks by market cap, those that come after the top 100 and are thus covered by the International Hall of Famers universe.
Many of these names will someday graduate and join our original International Hall Of Famers list. The idea here is to catch these big trends as early on as possible.
Let’s dive right in and check out what these future big boys are up to.
This is our Junior International Hall of Famers list:
Click table to enlarge view
And here’s how we arrived at it…
We removed laggards which are down 5% or more relative to the ACWI Ex. U.S. Index $ACWX over the trailing...
Dividend Aristocrats are easily some of the most desirable investments on Wall Street. These are the names that have increased dividends for at least 25 years, providing steadily increasing income to long-term-minded shareholders.
As you can imagine, the companies making up this prestigious list are some of the most recognizable brands in the world. Coca-Cola, Walmart, and Johnson & Johnson are just a few of the household names making the cut.
Here at All Star Charts, we like to stay ahead of the curve. That's why we're turning our attention to the future aristocrats. In an effort to seek out the next generation of the cream-of-the-crop dividend plays, we're curating a list of stocks that have raised their payouts every year for five to nine years.
We call them the Young Aristocrats, and the idea is that these are "stocks that pay you to make money." Imagine if years of consistent dividend growth and high momentum and relative strength had a baby, leaving you with the best of the emerging dividend giants that are outperforming the averages.