thesis rly clicked for me on the train. been talking abt this since Dec but today i can finally say that this is my next high conviction bet.

Kyle
@0xkyle__
the past 4 months in equities has showed me that ex-US is in a structural bull market while US has insane volatility yet has to deal with currency depreciation + not-bull market PA of 20%+ moves in both direction therefore, allocation is now 75-25 ex-US/US we ride
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