The Global Breakout Nobody's Watching

Africa, Europe, and Emerging Markets Are on the Move — Here's Where the Real Strength Is

Most portfolios are still chained to five U.S. tech stocks.

Meanwhile, Africa, Europe, and emerging markets are lifting off — and the rotation is just getting started.

The U.S. isn’t the only game in town anymore.

International markets are starting to move — and some of them are moving fast.

Look at the numbers:

• Africa +11.4% YTD, leading over the last month by +13.6% vs. the S&P 500

• Czechia +31.5% YTD

• Portugal +17.8%

• Mexico +21.9%

• Poland +42.9%

These aren’t small blips. These are major bases breaking out after years of sideways noise.