the fact that you can get emerging markets index exposure at 7.8 times and 2.0 P/B is remarkable

US Equities are the most relatively expensive they have ever been, ever. 

From a timing perspective, probably best to open up a overweight EM tactical trade (especially with china A down 10.4% in Jan).

glad i put this trade on this year. sometimes you just have to wait 🙂

totally agree! patience pays off big time. 🎉 happy for you, Alex! keep crushing it! 🚀

chad.degen.eth // Current: BizOps @ Alluvial,
Prev: Cambridge Associates, 6th Man Ventures, Blockworks, Amherst Math & Econ /observations