The chart below serves as a strong illustration of the kind of decade we may be heading into.

The historical cycle between US and Latin American equities is well established — while investors often forget, leadership between these regions has historically rotated.

Some years the US leads, other years Latin America takes the spotlight.

We’ve just come through one of the longest stretches of US outperformance relative to Latin American markets on record.

At some point, that cycle reverses.

The potential peak of the US dollar likely sets the stage for a notable shift in relative equity performance, in my opinion.

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Trump: “We will stop bombing of Houthis effective immediately”

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Trump says a major announcement will be made on Thursday, Friday, or Monday, ahead of his scheduled trip.

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NASDAQ is now in the previously marked short zone.
The move into it was sharp, so confirmation is needed before entering any positions.

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Just IN: President Trumps says “we don’t have to sign trade deals.”

Trump also says, but not trading with China, “we are losing nothing.”

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The Top 1% of U.S. earners now have more wealth than the entire middle class

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Reporter: You have said Canada should becoming the 51st state

Trump: I still believe that. But it takes two to tango.

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Michael Saylor: I use ChatGPT for company decision-making

At a recent conference, Saylor revealed he relies on ChatGPT for management decisions at his firm.
He also called Strike ($STRK) and Strife ($STRF) “the first securities created by AI.”

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Big dreams need big sacrifices.

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BREAKING: India says it has carried out military strikes against Pakistan and Pakistan says it will be retaliating.

We are on the brink of a war between two global nuclear powers.

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The trade deficit is now double the size it was before Trump took office and the USD is down 10%.

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Money market fund assets under management have hit a record $7.4 trillion.

This now reflects ~15% of the S&P 500's market cap, up from 13% in February.

Over the last 2 years, total assets have risen by a whopping $2 trillion.

This is despite the Fed cutting rates by 100 basis points since September 2024.

According to the Crane 100 Money Fund Index, which tracks the 100 largest money market funds, these funds are now yielding 4.14% on average.

Risk-free investments have never been more popular.

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Stocks > Real Estate , says Warren Buffett

Do you agree?

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Hong Kong Dollar Funding Cost plunges by largest amount since the Global Financial Crisis

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Today’s FOMC could spark major volatility

At 2PM UTC, the Fed will release its rate decision — no cuts are expected, and markets have priced that in.

But the key moment comes 30 minutes later, during Powell’s press conference.

Since the last meeting:
– Inflation has cooled
– GDP turned negative

This could push Powell to sound more dovish, which would be bullish for risk assets.
There’s also speculation the Fed may end QT (quantitative tightening) — a major shift after two years.

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Trump administration to begin wage garnishment of 5.3 million federal student loan borrowers who defaulted

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Here are the top 30 largest US listed Chinese 🇨🇳 companies

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