We all need leadership.. 7 Mega-tech companies have proven very reliable, carrying Nasdaq to hefty 10.8% gains mtd - and with yields making fresh lows as I type/send this and the US$ on 10 week lows, we have reasons to believe... Here in Europe, we depend more significantly on China to drive our shares, but with the China Exposed Basket only 1% above its recent November relative LOW - a breakdown of trust may soon be confirmed (we are looking squarely at 12m relative lows from Burberry, Kering,…
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