Macro regime and risk assets qualified clearly
Thanks for posting these in front of the paywall this week. Really educational.
Sure wish I was managing a decent sized portfolio and could do a paid subscription. Your work is the best I’ve seen in many years! Bravo sir.
🙏
Thanks for posting these in front of the paywall this week. Really educational.
Sure wish I was managing a decent sized portfolio and could do a paid subscription. Your work is the best I’ve seen in many years! Bravo sir.
🙏