With the U.S. stock market flying to new all-time records this year, I continue to emphasize to value-oriented investors that we should be rotating more and more of our portfolios to outside the U.S. for 2026 to protect from potential downside in theWith combined experience of covering technology companies on Wall Street and working in Silicon Valley, and serving as an outside adviser to several seed-round startups, Gary Alexander has exposure to many of the themes shaping the industry today. He has been a ...