Ease In Our Time

It’s either a giant TACO that markets look past the full implications of to embrace; or a can-kick until the midterms (after which what?)...

The AI Beast Inside EEM

EEM isn't an EM ETF anymore. It's an Asian AI ETF. TSMC, Samsung and SK Hynix make up ~30% of the index. VXEEM increasingly behaves like Korea, not emerging markets.

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