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Global Markets · · 1 min read

An International Rally in Name Only

Six of twenty-six regions beat the benchmark — the ex-US bull is a concentrated AI-chip bet, not broad health

Edition · July 7, 2026

The full edition of An International Rally in Name Only was published on Substack — please read it there:

A short summary:

Six of twenty-six regions beat the benchmark — the ex-US bull is a concentrated AI-chip bet, not broad health


This stub is auto-published by the Substack watcher. The canonical edition lives on Substack at the link above.