September 11, 2025
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Portfolio watch

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• Gene Dongieux at Ariadne Wealth Management is taking the long view on international equities, while not giving up on the U.S.A. Global stocks, including China, Japan, the Eurozone and Emerging markets, are much closer to 20-year average valuations versus the richly valued S&P 500 at 23 times earnings per share. U.S. tech titans and…

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