Hi Stillers,
I find myself shifting more risk-on US equity funds into BISAX, as it seems to have some real momentum (and a proven record). I wonder if you see the same strength I see and if international might really have a shot at outperforming this year. I have had positions in CGXU, OSEA, and DIVI, but got discouraged last year. Mike Weingarten and I chat quite a lot; he recommended I message you. BTW, his morale is very low due to job threats at NIH. Best to you,
Ben Palmer
at NIH.
March 5