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Sign In(1) DMs outperforming EMs on geopolitical tensions. (2) Dictators: Two down, many more to go. (3) Iran’s Mad Mullahs are hanging. (4) North Koreans starving. (5) Overweight inflation. Underweight deflation. (6) Tracking the Presidential Cycle. (7) Asset Performance Review favors cyclicals in DMs. (8) S&P 500 Transportation at another record high. (9) Euro facing renewed challenges. (10) Exports are booming almost everywhere. (11) Continuing to overweight Transportation stocks.
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