Seems a re allocation of capital - it's going to take a while to unwind
Tech, Retail, Property, Anything against the Yen - sell
These are crowded trades and have been for a while - my investment account has taken an absolute bath today. But havn't touched them since 2022 other that getting divvies - may need to top up on them in 2025 sometime.. these elections are going to be simply put spastic.
Basic resources like copper and nickel, govt bonds, gold - buy -
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