Greetings my fellow TPW citizens! I wanted to share my latest Reuters piece with you; published last Friday it makes the case for EM assets - both stocks and bonds - as well as Commodities as potential leaders in the 2H 2025 performance sweepstakes.
With no Musings this week due to the 4th of July holiday, this will most likely be the only post of the week & so am opening it up to all.
For those who have yet to smash that paid subscriber button what better way to support independent work & July 4th than joining our paid up community!
Thanks in advance & Happy 4th to all!