Finance
Verizon Shares Take a Hit After Q1 Sales Warning
March 13, 2025
For years, the acronym “TINA” — There Is No Alternative — encapsulated the belief that the US stock market was the only viable investment option. This mantra served as a guiding principle for global investors following the 2008 financial crisis. However, as 2025 unfolds, that long-standing strategy is beginning to unravel. The market is witnessing a shift, with momentum stocks faltering and economic risks in the US rising, leading many to explore opportunities beyond American borders. Last week, US stocks experienced their worst weekly performance relative to global equities since 2020. In a surprising twist, it marked the first time since 1988 that the S&P 500 fell by at least 3%, while global equities outside the US rose by over 2.5%.
Brent Donnelly of Spectra Markets highlighted this dramatic reversal, observing that the market is now fleeing from anything made in the USA, in favor of safer havens like Europe and China. This shift has resulted in a weaker US dollar, a stronger euro, and global equities outperforming the US for the first time in years. As of March 7, 2025, the S&P 500’s performance relative to the MSCI ACWI ex-US Index marked the worst start to the year on record. This transformation signals a change in investor sentiment, moving away from American Exceptionalism toward a broader, more diversified global market outlook.
For years, the US maintained its dominance in global markets thanks to two key factors: its superior macroeconomic policies and the unrivaled profitability of its tech giants. However, Europe and China are challenging these assumptions. Europe’s shift toward more pro-growth fiscal policies, particularly in defense and industrial sectors, is creating new opportunities. Countries like Germany, historically cautious about debt, are now leading this push, with a focus on defense spending and reindustrialization. Investors are taking note, with nearly $2 billion flowing into European-focused exchange-traded funds (ETFs) in the past month, the highest since 2017. This shift signals growing optimism about Europe’s potential for growth, despite slower GDP forecasts.
Meanwhile, in China, the AI sector is emerging as a competitive force. Chinese companies like Alibaba are catching up with their US counterparts, potentially closing the gap in the race for AI-driven profits. The slowdown in momentum stocks linked to the AI boom, particularly in the US, is encouraging investors to look beyond the American giants and explore global players who are beginning to show promise in this rapidly evolving sector. As US stocks, especially in the tech space, face valuation concerns, many investors are eyeing opportunities in both China and Europe, where valuations appear more attractive.
Presented by Mode Mobile
Marc Cuban turned down the chance to invest in Uber at basement prices before the company’s IPO.
And by the time the rest of us hear about industry-changing disruptions like these, it's usually too late... but right now there’s a tech-startup making waves behind the scenes. Like Uber turned vehicles into income-generating assets, they’re turning smartphones into an easy passive income source — already making over $325M for their customers!
And this time, you have a chance to invest5 in their pre-IPO offering at just $0.26/share.4,5,6
US stocks have not only been underperforming their global peers but have also been hit hard by rising concerns about a potential slowdown in the American economy. Long-term Treasury bonds, traditionally a safe haven, have outperformed the S&P 500 by 5% since late February, signaling a shift in investor sentiment. Momentum stocks, particularly those tied to the AI boom, have seen significant declines, as fears grow that this trend may be losing steam. Additionally, cyclical sectors like financials, which had been buoyed by hopes of pro-growth policies, are now facing significant headwinds. The KBW Bank Index, for example, saw its worst performance since the collapse of Silicon Valley Bank in March 2023, as investors brace for an economic downturn.
As President Trump warns of an “adjustment period” for the US economy, the stock market is grappling with the ramifications of tariffs, weakening economic data, and the retreat of previously high-flying sectors. With momentum stocks faltering and concerns about broader economic health mounting, investors are left asking whether the US is heading into a bear market, while looking for safer places to park their capital.
Although investors are flocking to Europe and China, it’s still too early to declare the end of US dominance in global markets. European fiscal policies, while promising, face execution risks, as demonstrated by the rejection of Germany’s spending plan by the Green Party. Additionally, China’s market, while growing, remains heavily influenced by the Chinese government, which introduces significant risks for long-term profit growth. The impact of US tariffs and trade policies is also a major factor in the evolving global landscape, and many investors are increasingly concerned that these challenges may persist, potentially dampening the growth prospects of both Europe and China.
Despite these uncertainties, the shift away from “TINA” towards a broader, more diversified investment approach reflects a major change in market dynamics. Investors are now navigating a more complex global environment, weighing risks and opportunities beyond the US market, while keeping an eye on the ongoing evolution of global trade and economic policies. The next chapter in the global market story will depend on how effectively Europe and China can execute their pro-growth agendas and whether the US can recover from its current struggles.
Presented by Turn Therapeutics
When faced with a deadly infection boasting a 70% fatality rate and no existing cure, Bradley Burnam did what most wouldn’t dare—he created the solution himself. Enter Hexagen: a groundbreaking formula that Burnam personally shepherded through the FDA clearance process for just $24,000. But he didn’t stop there. Building on this success, Burnam expanded the technology, secured two additional FDA clearances, and founded a company that’s rewriting the rules on self-made medical innovation: Turn Therapeutics.
Hexagen isn’t just breaking barriers; it’s healing them. Cleared for acute wound care and atopic dermatitis, this powerhouse formula is now on the brink of a bigger leap. Turn, the company behind Hexagen, is paving the way to expand its applications, proving there’s much more to its potential than meets the eye.
Turn just locked in a game-changing commitment—up to $75M in investment from GEM Global Yield Fund. This private equity boost is tied to the company’s plans to go public, setting the stage for Turn to make bold moves in the market spotlight..3
Turn is rolling out institutional, accredited, and unaccredited investors to participate in their current crowdfunding campaign — but only until January 2025.3
Advertiser's disclosures:
¹ The Company's Formula (Gx-03/Hexagen/Atopx) Has Received 510k Marketing Approval As A Medical Device Indicated For The Management Of Symptoms Related To Atopic Dermatitis/Eczema. The Formula Has Not Received Approval As A Drug For The Treatment Of Eczema Or Onychomycosis.
² A plan to IPO is no guarantee that an actual IPO will occur.
³ Please read the offering circular and related risks at StartEngine’s Turn Therapeutics webpage. This is a paid advertisement for Turn Therapeutics Regulation CF Offering. This Reg CF offering is made available through StartEngine Primary, LLC, member FINRA/SIPC.
4 Mode Mobile recently received their ticker reservation with Nasdaq ($MODE), indicating an intent to IPO in the next 24 months. An intent to IPO is no guarantee that an actual IPO will occur.
5 December 23, 2025 will be the last day to invest and be considered a shareholder in 2025. Any investments made after this date will only be considered shareholders starting in 2025.
6 Please read the offering circular and related risk at invest.modemobile.com. This is a paid advertisement for Mode Mobile’s Regulation A+ Offering.
Investing in private company securities is not suitable for all investors because it is highly speculative and involves a high degree of risk. It should only be considered a long-term investment. You must be prepared to withstand a total loss of your investment. Private company securities are also highly illiquid, and there is no guarantee that a market will develop for such securities.
