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.
May 21st, 2021
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