December 30, 2025 My Gift to You: The World Dear Subscriber, My prediction is that 2026 will be the year Americans learn about geography … And they're going to learn it from the stock market. A trend started in 2025. One where money shifted from the U.S. to foreign markets in a big way. This trend should only pick up speed in 2026. For today's Weissgiving gift, I'll show you where to buy your ticket for a potentially big payday. Get Jet Set Without the Jet Lag After more than a decade of U.S. market dominance, global equities are setting up for a sustained period of outperformance. This doesn't mean U.S. stocks will necessarily go down … But it does suggest that foreign markets are likely to outperform. That means, even if you don't step foot outside our borders, some of your investment dollars SHOULD. And so, on this sixth day of Weissgiving … I'm Giving You the World (ETF) One easy way to send some of your money overseas is to buy an all-world ETF that excludes the U.S. That runs counter to what we learned over the past decade: "You can't beat the S&P 500." Well, there's plenty of evidence to the contrary. So far this year, the Vanguard FTSE All-World ex-U.S. ETF (VEU) is up some 30%. Compare that with 29% for the iShares MSCI ACWI ETF (ACWX), which includes both U.S. and global stocks. The S&P 500 SPDR (SPY) trails the other two, with a 17.8% gain this year. A bet on VEU or ACWX is a bet that this trend continues into the new year. In a moment, I'll show you which is the better bet. First … Why Are U.S. Stocks Underperforming? Part of the reason is President Trump's sky-high tariffs. Tariffs raise costs, disrupt trade and increase uncertainty. Combined, these factors help to lower expected future cash flows. But U.S. stocks have two other BIG problems: Problem 1: U.S. Stocks Are Priced for Perfection The S&P 500 is trading at earnings multiples that rhyme uncomfortably with the late 1990s. The S&P 500's forward P/E is over 23x earnings.  The S&P 500 reminds me of the Perfection game, where the pieces pop up when time runs out. Source: J. Ronald Lee. Compare that to leading indices of global ex-US stocks. Those trade at a forward P/E of roughly 15x. Problem 2: Concentration Risk A handful of mega-cap tech and AI names — the so-called "Magnificent 7" cohort — now account for a whopping 35% share of the S&P 500's market cap. So, broad U.S. index funds aren't "broad" anymore. Rather, they're highly concentrated tech bets in a technicolor trenchcoat. That's fine when everything goes right. But it's brutal for investors when it doesn't. Combined, these risks raise the odds that money will continue to move to lower-risk, higher-performing markets … Those Markets Just Happen to Be Overseas Yes, U.S. policy remains supportive of the markets, particularly tech. Rate cuts, new tax deductions and industrial policy spending can also keep domestic risk assets afloat. But markets discount the future, not the headlines. Those supports are widely understood — and already embedded in U.S. valuations. Meanwhile, global indices have quietly logged periods of outperformance vs. the S&P 500. Here's Your International Ticket Of the two ETFs we talked about above, my choice is the Vanguard FTSE All-World ex-U.S. Index Fund ETF (VEU). It has the lowest expense ratio among the large ex-U.S. ETFs at 0.04%. And it delivers the same performance. So, you'll immediately get more bang for your buck. VEU is trending higher, and it is breaking out — again! My price target for 2026 is $120 a share — a near-65% move from its recent price near $73. The profit ship is tooting its horn, ready to sail for foreign shores. Get your ticket NOW for your chance at first-class returns! And come back tomorrow for your seventh and final Weissgiving gift. Dec. 31 is only a half-day for the markets. But for investors, it's a BIG day. That's when you decide what you want to take into the new tax year … And what you want to leave behind in 2025. Tomorrow, our Ratings & Research Director Gavin Magor will give you 10 stocks to consider selling before the ball drops on NYC's Times Square. All the best, Sean Brodrick Editor
Wealth Megatrends P.S. Your Weissgiving stock picks all have one thing in common … We used Weiss Ratings Plus to discover and vet these ideas. Dr. Martin Weiss has spent some $30 million building our 10+-terabyte financial database … The same one all your favorite Weiss Editors use to power our own publications! Click here to see how you can use Ratings Plus to access it for FREE for the entire month of January. When you claim your free month of Ratings Plus by midnight tomorrow, you lock in our lowest rate of $10 per month. On Jan. 1, the price jumps to $19/month for everyone else. I can't think of a better deal … $10 to access 10 terabytes of data that's cost Martin $30 million (so far) … with no price increases in your future. If you agree, lock in this bonus Weissgiving gift now! | 
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