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The Not-So-Curious Case Of Foreign-Facing Stock Outperformance
Geopolitical tension is running high. Perhaps you noticed.
The first three years of the 2020s were
Thanks for another insightful post. Very good stuff. It is really interesting when taken info concerning just how many S&P firms rely heavily on overseas sales. These companies have overseas competitors, of course, and as we reduce our cooperation with overseas partners, we unwittingly provide cover for those competitors to make inroads into those offshore sales.