U.S. High Frequency Data Point

David Cervantes

Jan 7

ISM Edition

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4 Comments

Nick

Jan 11

Do you remain fully allocated, or do you see reason personally for increased cash allocation?

I want to remain fully allocated. Will be cutting USA exposure and raising RoW exposure this week.

Thank you, David!

You’re welcome!

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David Cervantes | Pinebrook Capital

U.S. High Frequency Data Point