Trumponomics, other than being good to gold, which is +35% versus USD, is pretty good for most assets, and especially Poland, South Korea, Vietnam!!!
Trumponomics, other than being good to gold, which is +35% versus USD, is pretty good for most assets, and especially Poland, South Korea, Vietnam!!!
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From 20 Jan to now, in USD: #1 Gold +35% #1 tied with gold is Poland +35% South Korea and Vietnam have been equally great. In fact, given the fact that the USD is lower, rates are lower, and fiscal policy off the chart, MOST ASSETS HAVE RALLIED!!! Like globally!