Our International Hall of Famers list is composed of the 100 largest US-listed international stocks, or ADRs.
We've also sprinkled in some of the largest ADRs from countries that did not make the market cap cut.
These stocks range from some well-known mega-cap multinationals such as Toyota Motor and Royal Dutch Shell to some large-cap global disruptors such as Sea Ltd and Shopify.
It's got all the big names and more–but only those that are based outside the US. You can find all the largest US stocks on our original Hall of Famers list.
The beauty of these scans is really in their simplicity.
We take the largest names each week and then apply technical filters in a way that the strongest stocks with the most momentum rise to the top.
Based on the market environment, we can also flip the scan on its head and filter for weakness.
Let's dive in and take a look at some of the most important stocks from around the world.
Below is the 12th ASC Mastermind Course. In this video, I dive answer a question that every new trader/investor wants to know: how do I find the next $100 Billion stock?
I get variations of this question every time I talk to young traders. "JC, how do I find the next NVIDIA?" Or "JC, how do you know which stocks are the best long-term plays?" Or my personal favorite, "JC, how can you buy this when it has such a high P/E ratio?"
Here's the deal. My answer to those latter two questions is this: I'm most interested in stocks that are going up. And if a stock keeps going up, I will keep wanting to own it. Bar none.
My answer to the first question is a little more nuanced. But there is an answer. And that's what this Mastermind is all about. We had this very question ourselves a few years ago, so we set out to reverse-engineer it. We made it so mathematically the next $100 Billion company HAS to come from this list.
In this scan, we look to identify the strongest growth stocks as they climb the market-cap ladder from small- to mid- to large- and, ultimately, to mega cap status (over $200B).
Once they graduate from small-cap to mid-cap status (over $2B), they come on our radar. Likewise, when they surpass the roughly $30B mark, they roll off our list.
But the scan doesn't just end there.
We only want to look at the strongest growth industries in the market, as that is typically where these potential 50-baggers come from.
Have you noticed how every chance they get, they'll try to convince you that this is a major top for Bitcoin and the ponzi scheme is officially over?
The no coiners are angry like that. Imagine what it must be like to not have owned Bitcoin this entire time? Ouch.
Here's the "historic top" they're trying to scare you about.
You tell me, does this look like the end of a major bull market, or does this just look like a normal healthy consolidation within an ongoing secular bull market?
Elon has done his job better than any other CEO in the world.
The role of a CEO is to increase shareholder value. Period.
How about a 3000% return in a couple of years, followed by a few years digesting those gains. And then another 180% return from the lows this Spring, adding an additional $800 Billion in market-cap...
Here is a chart showing the highest monthly close in company history. Highest Quarterly close in company history. And the highest annual close in the history of Tesla.
Every year we see an extended trend, going into late December, that extends just a bit too much, and then completely unwinds once the new year begins and the big portfolio managers are back at their desks.
Look at what happened to US Treasury Bonds at the end of 2013. Look at what happened to Gold and precious metals at the end of 2015. And look at Large-cap Growth stocks at the end of 2022.
These are just a few examples, just to give you an idea of the power of the end-of-year whipsaw.
So because of experiences like these throughout my investing career, I've made it a point to look for the leading candidates for this end-of-year period that I call "Whipsaw Hunting Season".
We're hunting for this year's epic whipsaw, like the bond ripper in 2014, the Rally in Precious metals in early 2016 and the historic returns of Large-cap Growth stocks in early 2023.
We don't know for sure until after the fact, but this year's leading candidate, to me, has to be the US Dollar.
We've had some great trades come out of this small-cap-focused column since we launched it back in 2020 and started rotating it with our flagship bottom-up scan, Under the Hood.
For the first year or so, we focused only on Russell 2000 stocks with a market cap between $1 and $2B.
That was fun, but we wanted to branch out a bit and allow some new stocks to find their way onto our list.
We expanded our universe to include some mid-caps.
Nowadays, to make the cut for our Minor Leaguers list, a company must have a market cap between $1 and $4B.
I've learned a lot of lessons over many years in the market and I've got war stories for days.
But with what we do today, I just like to cut right to the chase. I'm going to share my worst defeats and hardest lessons so you can learn from them, just like I did, and hopefully sooner.,
We all have to learn one way or another.
Today we're talking about the most important companies in America. But what exactly does that mean? Most important?
It's so open ended and subjective.
When I was a lot younger, call it 15-18 years ago, I hadn't learned to recognize the sum of the parts of the market. It hadn't hit me yet that it's a market of stocks. It's not just a "stock market".
This really set me back at the time. I was being too narrow minded and focused on what the media was pointing me to. I wasn't running those numbers myself deciding what actually mattered and what was just noise.
And when I finally understood that it takes stocks going up in prices to drive the indexes higher, I started to pay more attention to the prices of those stocks.
It's been a historic bull market for stocks - One of the best periods to own equities in American history. I hope you participated along with us.
But believe it or not, the U.S. was not the biggest winner. There are other parts of the world that have actually outperformed U.S. equities - both the S&P500 and the Nasdaq100 returns.
Look at the Tel Aviv 125 Index, for example, breaking out of this multi-year base to new all-time highs:
You may have heard by now. The so called, "Buffett Indicator" is flashing what we're being told are "warning signals" of an imminent market collapse.
It is the "Buffett Indicator" after all. And Warren Buffett is one of the all-time greats.
But let me fill you in on a little secret. The only people who actually care about this ridiculous excuse for a "market gauge" are journalists writing their glorified gossip columns and charlatans trying to do their best to scare you.
That's it.
They claim that the "Buffett Indicator" is this magical signal based on a ratio between the total market-cap of U.S. stocks relative to U.S. GDP.
It's so hilarious that even Charlie Munger came out and said that,"Just because Warren thought of something 20 years ago doesn't make it a law of nature. There is no natural correlation between GDP & Corporate Profits"
The "Buffett Indicator" is not a thing. Not even the guy who it's named after thinks it's relevant.