Skip to contentHome page Seeking Alpha - Power to InvestorsDec. 06, 2025 4:09 AM ETS&P 500 Index (SP500), SPX, DJI, NDX, SPY, DIA, QQQ, IVV, VOO, IWMKenio Fontes1.67K FollowersCommentsSummaryU.S. equities earn a 'cautious buy' rating, reflecting structural optimism but near-term valuation concerns.U.S. markets offer exceptional long-term compounding due to innovation, robust institutions, and demographic advantages over emerging and other developed markets.ETFs like QQQ and SPY provide essential diversification and act as a hedge against company-specific risks, supporting a core portfolio allocation.Despite global opportunities, I am selectively increasing U.S. exposure, accumulating cash, and emphasizing the resilience of American exceptionalism for multi-decade growth.