Dear Reader,
In December 2025, something happened that I’ve never seen in 50 years of analyzing silver.
In four trading days…
47.6 million ounces of registered silver were pulled from COMEX vaults.
Sixty percent of their inventory — it just vanished, in less than a week.
And this year, the run on silver has only intensified.
I started my career at CIA headquarters. I’ve spent decades watching these markets.
And I’m telling you — what’s happening today is not normal. We’re witnessing a spectacular collapse.
And if history repeats, the next move in silver could shock the market. The last time this happened, the white metal soared 3,700% between 1971 and 1980..
I’ve prepared a full briefing explaining what’s driving the drain… and how to position yourself.
Yours for peace, prosperity, and liberty, AEIOU,
Dr. Mark Skousen
Macroeconomic Strategist, The Oxford Club
3 International Stocks Most U.S. Investors Have Never Heard Of
Submitted by Bridget Bennett. Article Posted: 3/20/2026.
Key Points
- The gap between United States and European equity valuations has widened, pushing some global stock pickers to look overseas for “quality at a reasonable price.”
- Pieter Slegers highlighted Games Workshop, Investor AB, and LVMH-Moet Hennessy Louis Vuitton as examples of durable businesses he believes are priced more attractively than many U.S. peers.
- The argument rests on selective stock-picking rather than a blanket “Europe is better” call, with the main risk being that cheaper European valuations persist longer than expected.
- Special Report: Elon's "Hidden" Company
U.S. markets have dominated for the better part of two decades. But the cycle may be turning—and the valuation gap between American and European equities is getting harder to ignore.
Pieter Slegers, of Compounding Quality, spends his time searching for businesses with high margins, strong balance sheets, and durable competitive advantages. Increasingly, he says, the best risk-reward setups are showing up outside the United States.
Why the U.S.-Europe Valuation Gap Matters Now
Only 48-Hours Left? (Ad)
I've worked for the CIA, personally met four US presidents, and spent 45 years studying the markets—calling Black Monday six weeks before it happened, predicting the fall of the Berlin Wall, and pinpointing the exact bottom in 2009. But what I'm about to share with you is the boldest prediction of my career.
After meeting Elon Musk face-to-face at a private gathering of Wall Street elites and months of my own research, I'm now staking my reputation on one date: March 26, 2026. That's when I believe Elon will announce the SpaceX IPO—what Bloomberg is calling the biggest listing of all time. I have found an access code that lets you grab a pre-IPO stake before it happens, but in 72 hours, your window could close.
Click here to see how to claim your SpaceX access codeSlegers doesn't pretend Europe is broadly better than the United States. He acknowledges that U.S. companies, on average, have higher margins and stronger fundamentals. But that gap is precisely what makes selective European investing interesting right now. When you find a European company that matches U.S. quality, you often pay 14 or 15 times earnings instead of 25.
Markets move in cycles. Historically, the United States outperforms international markets for about eight years, then the pattern reverses. The current U.S. streak has lasted roughly 16 years—an unusually long run. Slegers recommends that investors consider allocating 40% to 50% of investable assets outside U.S. stocks for genuine geographic diversification.
As he put it, quoting Buffett: "Only when the tide goes out do you discover who's been swimming naked." That backdrop frames the stocks he brought to the table.
Games Workshop: The Compounder Hiding in Plain Sight
The first name is one that almost no U.S. investor will recognize: Games Workshop (LON: GAW). This U.K.-based company produces miniatures for tabletop games—a niche business, and that's the point. Niche companies with fanatical customer bases tend to generate pricing power that shows up in long-term returns.
The GAW chart is remarkable: Games Workshop has returned roughly 140-fold since 1994, making it one of the best-performing U.K. stocks over that period. The company raises prices about 5%–6% annually, and customers remain loyal.
Slegers compared the loyalty to addiction: "Once you are a Games Workshop player, you always stick to the game." One anecdote he shared involved a club leader who owned $125,000 worth of miniatures.
The same CEO has led the company for more than 20 years, and a pending deal with Amazon (NASDAQ: AMZN) could be the next catalyst. At current levels, this isn't a company where the growth story is over—it's one where the moat appears to be widening.
Investor AB: Europe's Answer to Berkshire Hathaway
If you want broad European exposure through a single stock with a long track record, Investor AB (OTCMKTS: IVSBF) is the name Slegers highlighted. This Swedish holding company dates to 1916, and the Wallenberg family still retains roughly 20% ownership.
Investor AB operates across three areas: direct stakes in listed European companies like Atlas Copco (OTCMKTS: ATLKY) and ABB (NYSE: ABBNY), private equity activities, and growth investments.
Since 2001, the stock has roughly doubled every five years. Slegers has dined with the CFO and head of investor relations multiple times and says the management team "walks the talk."
The case is straightforward: if you're adding European exposure for the first time, Investor AB has outperformed the Stoxx Europe 600 over the medium and long term, with management incentives closely aligned with shareholders.
LVMH Moët Hennessy Louis Vuitton: Luxury at a Discount to the S&P 500
LVMH Moët Hennessy Louis Vuitton (OTCMKTS: LVMUY) needs little introduction. The French luxury conglomerate behind Louis Vuitton, Dior, and many other iconic brands is among Europe's largest companies. Bernard Arnault, the richest person in Europe, owns about 50% and continues to add to his stake.
Two dynamics make LVMH compelling at current prices. First, luxury brand equity built over decades is difficult to replicate and rarely disrupted overnight. Second, the company's growth in China and broader Asia remains a powerful long-term tailwind.
At roughly 20 to 21 times earnings, LVMH trades slightly below the S&P 500 average while offering fundamentals that are meaningfully better than the typical index constituent. Cheaper and better is a combination worth noting.
The Common Thread Across These Names
Every stock on this list shares a few traits: founder-led or long-tenured management, durable competitive advantages, and valuations that look attractive relative to U.S. peers. The risk is that European markets remain cheap longer than expected—but the upside is that a rerating appears to be underway as more institutional capital rotates toward international equities.
You don't need to go all-in on Europe to benefit. But ignoring the opportunity entirely—especially when quality names trade at meaningful discounts—means leaving diversification and potential returns on the table. That's the setup heading into the rest of 2026.
Watch the full video above for a deeper look at these names (and more).
Broadcom's AI Momentum Could Be Far From Over
Submitted by Leo Miller. Article Posted: 3/13/2026.
Key Points
- Broadcom topped Q1 estimates and raised Q2 guidance, but CEO Hock Tan's commentary on 2027 AI chip revenue may be the bigger story.
- The company walked back earlier warnings about gross margin pressure from system sales, and analysts think they know why.
- Post-earnings price target revisions suggest Wall Street sees meaningful upside from current levels, with every updating analyst maintaining a bullish rating.
- Special Report: Elon's "Hidden" Company
Semiconductor behemoth Broadcom (NASDAQ: AVGO) scored a solid win after its latest earnings release: shares rose about 4.8% following the beat-and-raise report. Beyond its Q1 fiscal 2026 results and Q2 guidance, Broadcom offered several forward-looking comments likely to reassure investors. Wall Street analysts also grew more confident in Broadcom's outlook, with price targets drifting higher.
Broadcom Boosts Forecasts: Sees AI Sales Surging in 2027
Revenue and adjusted earnings per share (EPS) in Broadcom's Q1 both topped expectations, and the company's Q2 revenue guidance of $22 billion meaningfully exceeded estimates. Beyond the quarter, management provided notable long-term updates.
Their Memecoin Track Record is Almost Unbelievable (Proof Inside) (Ad)
20+ Memecoins... 20+ Massive Winners (See the Track Record)
These two analysts figured out how to systematically see BIG memecoin gains. Gains like 4,915% in 8 days, 1,100% in 2 days, 2,268% in 2 days… And you're about to see how it's possible.
Discover the #1 Memecoin To Own NowIn its Q4 2025 report, Broadcom said it had an artificial intelligence (AI) backlog of $73 billion, which it expected to convert into revenue over the following 18 months. While large, some investors had hoped for more at the time.
Fortunately, in Q1 Broadcom said its 2027 visibility had "dramatically improved." CEO Hock Tan said, "Today, in fact, we have line of sight to achieve AI revenue from chips, just chips, in excess of $100 billion in 2027." That statement signals a substantial acceleration in Broadcom's AI growth expectations.
The math helps illustrate the change: the prior $73 billion backlog over 18 months (six quarters) implied roughly $12.2 billion in average quarterly AI revenue ($73B/6). By contrast, $100 billion in 2027 (four quarters) implies about $25 billion per quarter ($100B/4). In other words, the new forecast implies roughly a doubling of Broadcom's AI revenue run rate in 2027, supporting management's claim of dramatically improved visibility.
AVGO's Gross Margin Confusion: BofA Points to Price Hikes for Anthropic
Broadcom also backed away from earlier comments that higher AI sales would pressure gross margins through 2026. On the latest call, Hock Tan said, "We will not be affected by the gross margin and by more and more AI products going out." That contrasts with what Chief Financial Officer Kirsten Spears said in Q4 2025, when she noted that in the second half of 2026 gross margins "will go down. "
The earlier comment reflected Broadcom's expectation of shipping more "systems" in 2026 — servers that package its processors alongside other components, like memory. Because systems pass on rising memory costs to customers, they typically carry a lower gross margin. Broadcom is supplying these systems to the AI lab Anthropic.
The reason for the shift in margin guidance isn't clear. Analysts at Bank of America offer a plausible explanation: Broadcom may be raising the prices it charges Anthropic. That would allow Broadcom to offset the gross-margin dilution from system sales. If true, it would underscore Broadcom's technological strength and pricing power.
With relatively few developers able to build such custom chips and AI labs prioritizing fast infrastructure deployment, customers may have limited ability to resist price increases.
Updated Price Targets Signal More Upside for Broadcom
The MarketBeat 12-month consensus price target for Broadcom now sits near $435, implying more than 20% upside. Looking at targets updated after the earnings report provides additional context.
Among more than five updates tracked by MarketBeat, the average target rose about 3%, suggesting analysts viewed the report as validating a solid — but not dramatic — move higher.
Moreover, the average of targets updated after the report is roughly $489, well above the consensus and implying potential upside of over 35%.
Notably, all of these analysts maintained Buy or Overweight ratings on AVGO. Those analysts incorporating the latest data are among the most bullish, reinforcing Broadcom's Moderate Buy consensus rating.
AVGO's AI Business Is Clicking as Forward P/E Settles
Broadcom's AI business appears to be firing on all cylinders. Management materially improved the 2027 outlook and worked to allay concerns about margins. Still, investors will need to monitor whether those margin expectations hold up, especially as memory prices continue to rise.
Against this backdrop, Broadcom's forward price-to-earnings ratio (P/E) near 26x shows signs of relative undervaluation versus history. That is modestly below its three-year average of about 29x and well under its 52-week average near 36x.
This message is a sponsored email from The Oxford Club, a third-party advertiser of MarketBeat. Why was I sent this email message?.
This ad is sent on behalf of The Oxford Club. 105 W Monument St, Baltimore, Maryland 21201. If you would like to optout from receiving offers from The Oxford Club please click here
If you need help with your subscription, please contact our U.S. based support team at contact@marketbeat.com.
If you would no longer like to receive promotional emails from MarketBeat advertisers, you can unsubscribe or manage your mailing preferences here.
© 2006-2026 MarketBeat Media, LLC. All rights protected.
345 N Reid Place #620, Sioux Falls, South Dakota 57103. USA..
