This GAP has widened dramatically

January 23, 2025 >> Macro Investors

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Dear all,

Let me share with you a story of markets splitting paths - a divergence that holds critical lessons for us as investors.

If you had invested €100 in the US "Magnificent 7" at the start of 2021, that investment would now be worth over €240.

On the other hand, if you’d placed the same €100 in Europe’s "GRANOLAS," you’d only have €140.

This 100-point gap is no accident; it reflects the tectonic shifts happening in global markets.

This GAP has widened dramatically over the last years

But why is this happening? And more importantly, how can we, as smart investors, navigate this?

Let’s dive deeper into the numbers, the history, and the opportunities.