Don’t Feel Bullied by the Stock Rally
What Goes Up
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The China Reopening - What Do You Think?
There tends to be waves of relative outperformance, US versus abroad. It seemed due time that the wave of outperformance came from non-US securities. Luxury goods and attainable luxuries when you think about the non-US population come into play in terms of portfolio construction. The street tends to not pay enough attention to the incremental growth component that's going to happen.
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