Strategy Note /Global
Friday Musings: The Carrot & The Stick
Top takeaway: how well US Growth & Thematic equity held up amidst the week's Crypto Carnage.
I see the private markets - VC, PE as late cycle and the public equity & Commodity markets as early cycle.
I note StoneX just updated its ETF country rankings and Brazil, Mexico and Latin America came in 1,2,3.