Thom 

If you have been holding Vietnamese Dong and wondering whether the macro story is still intact, today’s data answers that question.  It is intact. It is accelerating

Vietnam’s total import-export turnover for January through May hit $445.12 billion — up 25% year-over-year. Exports at $215.66 billion. The U.S. remains the top export destination at $69.6  billion…

FTSE upgrade in 102 days. Every signal sourced. None of it rumor. The thesis is tracking. : Thom