A fascinating reversal occurred in 2025: the international stock markets began to outperform the US stock market. Many financial media outlets are reporting this phenomenon, with leading media even using headlines like "The US stock market being encroached upon by global markets."
This shift did not happen overnight. The US stock market has accumulated significant gains over the past few years, reaching historically high valuations. Meanwhile, markets in other regions are relatively undervalued, providing ample opportunities for international investors. Now, it's their turn for a rebound cycle.
What does this mean for asset allocation? Simply put, you can't focus solely on the US stock market. The importance of a globalized investment portfolio is once again highlighted—when one market has already overextended expectations, diversification can help mitigate risks and seize new opportunities.
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StablecoinGuardian
· 01-01 08:10
A lot of people got caught off guard in this wave of the US stock market; it was about time to change your approach. The international market presents a really big opportunity this time, and those bottom-fishing traders are now the happiest.
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ThreeHornBlasts
· 2025-12-30 17:00
The recent dividend boom in the US stock market has pretty much played out, now it's time for other markets, right? The logic is quite clear.
But it's easy to say that; how many people are really willing to move their investments out of US stocks...
I've heard for a long time that the international markets are undervalued, so why does no one really take action?
Diversification sounds good, but choosing the wrong assets is pointless; the risks are actually quite high haha.
The US stock market has seen such crazy gains in recent years, it might be time to take a break.
Is there really such a good opportunity out there, or do we have to stumble into pitfalls to understand?
Most people still seem to be die-hard fans of US stocks; no matter what is said, they won't change.
This reversal is a bit late; it should have happened a long time ago.
Valuations at historic highs—how come some people still ignore these signals?
Long-term holders of US stocks should really consider their positions now.
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DeFiVeteran
· 2025-12-29 18:58
The bubble in the US stock market is indeed blown out of proportion. It's time for other markets to turn around. However, the key still depends on who can seize the opportunity. Most retail investors are still chasing the rally in US technology stocks.
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hodl_therapist
· 2025-12-29 18:58
Someone finally said it. The recent rally in US stocks was long overdue for a correction. Retail investors who are only now realizing this are going to lose big.
I've been shouting about how absurd US stock valuations are for a while. Now it's other markets' turn to follow suit.
But honestly, how many people truly dare to allocate globally? Most are still stubbornly holding on to US stocks.
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SnapshotDayLaborer
· 2025-12-29 18:48
The US stock market is finally making way this time, it was about time. I've always believed that global allocation is the way to go; relying solely on US stocks for returns has become really tiresome.
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PumpDetector
· 2025-12-29 18:39
ngl, been calling this valuation divergence since last year... institutional flows don't lie. read between the lines and you see it coming from a mile away 🔍
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MEVVictimAlliance
· 2025-12-29 18:38
The bubble in the US stock market really can't hold up anymore. Brothers, we've seen something was off for a while.
Finally, it's other markets' turn. The dominance of the US stock market was really annoying.
However, diversifying too much can lead to pitfalls. You still need to choose carefully.
Do you think this reversal might be another trap?
Have other markets really started to rise, or are we just about to get chopped again?
A fascinating reversal occurred in 2025: the international stock markets began to outperform the US stock market. Many financial media outlets are reporting this phenomenon, with leading media even using headlines like "The US stock market being encroached upon by global markets."
This shift did not happen overnight. The US stock market has accumulated significant gains over the past few years, reaching historically high valuations. Meanwhile, markets in other regions are relatively undervalued, providing ample opportunities for international investors. Now, it's their turn for a rebound cycle.
What does this mean for asset allocation? Simply put, you can't focus solely on the US stock market. The importance of a globalized investment portfolio is once again highlighted—when one market has already overextended expectations, diversification can help mitigate risks and seize new opportunities.