Does it make sense for bonds to be at the bottom and gold, international equities, US large caps, and Bitcoin to be at the top?  Yes!  The combination of an AI boom, US fiscal dominance, and a catalyst for non-US mean reversion should yield exactly this outcome.

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Disclaimer: The content above is only the author's opinion which does not represent any position of Followin, and is not intended as, and shall not be understood or construed as, investment advice from Followin.
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