So we're taking a trip across the Pacific this week and drinking Japanese whiskey to toast Antony Blinken's visit to China. With that, the presence of the U.S. Secretary of State to the People's Republic doesn't solve a lot of their issues; but there could be some optimism (hopefully) to come of this. Also, hope you all had a happy Fed day last Wednesday along with a very happy CPI day on Wednesday eve. The Fed deciding to pause hopefully garnered some optimism for your portfolio, although it came with a very hawkish tone.

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