Pod: Psst! You're long China anyway!

The full Monday note can always be found at www.blindsquirrelmacro.com

The Monday Note:

Psst! You're long China anyway!

Show Note Visuals:

Shares outstanding for EEM and EMXC.

The Rupee is a serial devaluer and it looks like USDINR wants to run again. The 🐿️ has shared his thoughts on the topic of India before. I am sure we will come back to the topic again soon enough.

No link alas. I don’t agree with a lot of Kotsko’s work, but this is pretty pithy!

Koyfin worksheet link above.

China 10-Yr yield (red) vs. US 10-Yr yield (blue)

Squirrel Out!

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