U.S. is the ‘Center of Global Uncertainty’, Look Outside

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1d ago 12:44

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Jay Pelosky says the market is “giving us real signals” amongst the noise. He compares the market’s reaction to the U.S. attacking Iran vs other “crises” of the past. “The U.S. is kind of the center of global uncertainty, and folks are over-allocating to the U.S.” he argues. Because of this, he sees big opportunities in international markets and global commodities.

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