In our last Tactical Brief, we mentioned that we intended to take a closer look at our Rest of the World (ROW) Equity Ratio bets vs the S&P500. We wanted to “look under the hood” of our ratio trades to explain exactly what risks these trades involve and how they might work (or not, heaven forbid).
More content for you in an easily digestible format! The Japan News Weekly Digest is our weekly summary of the Japan Update. This piece encapsulates and references the Japan Updates published in the last week so you can easily understand what you may need to dig into.
As a quick reminder, the Japan Update, our market commentary piece, is uniquely sourced from Japanese language publications. Published 10-15 times a month and written by Jeff Uscher, a Western educated and US located, fluent Japanese financial writer. You can always sign up to receive the Japan Update when it is initially published in your account notification settings. As always, please reach out with any questions or comments!