Lions…
As we knew would happen, the 10yr yield is settling above 2%. Also as we all knew, the relative strength of the dollar would remain high- as its absolute strength craters.
With that, I expect market risk as measured by the MMRI, to remain in a range between 125 and 160 over the next several months.
Currently the MMRI is sitting at just over 131, see below.
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Thanks, Greg. China stocks are making me money today. DIDI and FXI. Thanks to you and your stock screener
looks like we're headed north of 200