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$Telix Pharmaceuticals Ltd (TLX.AU)$ After falling for 8 consecutive days, today there has been a small increase in positions.
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$USD (USDindex.FX)$ Extremely scary risk-off/tightening. Tariffs are stiring everything, forcing a global realignment of supply chains and manufacturing. The implications for inflation is significant.
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$Taiwan Semiconductor (TSM.US)$ Many people did not watch the news.
Trump wants to impose high taxes on Taiwan chips......
Trump wants to impose high taxes on Taiwan chips......
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$Mesoblast Ltd (MSB.AU)$ Looks like slowly gaining momentum 3.5$ not too far from here
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$Taiwan Semiconductor (TSM.US)$ is there any effect of this from Trump administration?
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$Mesoblast Ltd (MSB.AU)$ nice to see!! may be back to 3 plus soon!!
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