Japan's Election Shock: The Yen Trade Wall Street Can't Ignore
Seeking Alpha·2026-02-09 13:01

Have you ever been to a sushi restaurant and said “omakase”? Even if just for the sake of an experience, I would encourage you to do this to see how your perception of “control” changes. At one point, you're goingI’m a Portfolio manager (flexible equity funds and private clients), fundamental equity research, macro and geopolitical strategy.Over 10 years across global markets, managing multi-asset strategies and equity portfolios at a European asset manager.I combine top-down macro, bottom-up stock selectio ...