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![PortfProfessor Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1924107730597601280.png) PortfolioProfessor [@PortfProfessor](/creator/twitter/PortfProfessor) on x XX followers
Created: 2025-07-27 18:00:02 UTC

Japan +4.1% on US deal—tariffs at 15%, $550B investments.

Europe value shift: Banks/defense, low correlations diversify.

Bearish: Global froth, but abroad linings.

Reallocate international? Borders blur philosophically.


XX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1949530232236454338/c:line.svg)

**Related Topics**
[bearish](/topic/bearish)
[$550b](/topic/$550b)
[japan](/topic/japan)

[Post Link](https://x.com/PortfProfessor/status/1949530232236454338)