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stock market performance
Tong's Portfolio
Secular decline in interest rates has ended. Cash is no longer trash
... beware risky assets
July 14, 2023
Tong's Portfolio
The cost of US hegemony to the rest of the world
As we said before, US exceptionalism was paid for, in no small part, by the rest of the world.
July 28, 2022
Tong's Portfolio
Covid-19 drove global funds to developed markets
Clearly, not all stock markets are performing as well as those in the US.
August 19, 2021