Before you see the overview and click on the PDF below - I wanted to let you all know I just started a second Substack - The Pinecone Passport. It is 100% focused on country ETFs for those looking to diversify some likely excessive US exposure. As important, it is for folks curious about the world and wanting to better keep up with the news and data outside of just the G10. This letter will help you keep your finger on the pulse of the returns around the world and the stories driving them. The first letter is unlocked and I may run the first few for free - so check it out.
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