Europe's On My Mind

Cross Sectional "Big Boy" Reference Analysis Works

Boring out there, isn’t it? Summer is here and most “traders” know it. So do I. While I am positioned for it, the macroeconomic world keeps spinning. Recently, those that I follow, internationally, have made some changes. They’re now looking to reduce their holdings in the Asian sector and allocate more in Europe.

That gives me the opportunity to cross reference the major “privately” managed funds the “big boys” manage and report what they are looking at to you. While a couple will find their way into my portfolio remember, I listen to those that know more than me. You should too so here’s another “paid” Substack article dealing with Europe. I hope you enjoy it and thank you for your interest.