Big Changes
Forty Percent Portfolio Shift
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The Dollar
The Dollar is still in the broader range but has been trading higher this week.
The Scoreboard
Taiwan and Korea continue to eat my lunch for not owning them. At least I have Norway! The US is up a very solid 11% after going up seemingly every week since the Strait closed - but we are still trailing 15 countries.
Interesting Data
Turkey - TUR 0.00%↑
Best manufacturing PMI print in Turkey since early 2024.
Vietnam - VNM 0.00%↑
Vietnam’s inflation is NOT pretty…
Interesting News
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