Conclusion, Investment Implications, Strategy

We exited our July 21st 2025 overweight in the iShares MSCI UAE ETF (UAE) today, which has declined by 1.1% outright while underperforming the SPTM Portfolio Total Stock Market ETF (SPTM) by 3.3% during this period.

Editor’s Note: This idea has been consistently displayed and discussed in our weekly US vs The World Model updates.