JAPANESE RULE CHANGE FUELING YEN WEAKNESS AND MAG7 STRENGTH?
The 'tourist reviews the change to the Japanese NISA accounts
There is lots going on in the market, and I need to publish my follow-up pieces to WORRIED, but in the meantime, I wanted to highlight a recent insight I gleaned from Japan.
But before I do, let’s remember back to a little less than a month ago when there were two things that market participants were completely sure of:
MAG7 only went up.
Yen only went dow…