dollar strength is rotating through medium-term allocation

The healthier setup is alignment: dollar strength improving while rate-cut expectations stays orderly.

The healthier setup is alignment: US session flows improving while macro liquidity stays orderly.

Put beside current chatter on “MSCI Rules Today on Cutting Strategy (MSTR) From Its Indexes After a Draft List Marks It Deleted,” the incentive problem looks clearer.

Attention jumps quickly; capital moves more slowly.

Attention jumps quickly; capital moves more slowly.

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