APRIL NEWSLETTER AND REVIEW

from Capital Flows and Asset Markets · host Russell Clark

This is a free preview of a paid episode. To hear more, visit www.russell-clark.comApril saw GLD/TLT surge to new cycle highs, which was very pleasing. We also saw general weakness in equities, which was very pleasing. Peak outperformance had the portfolio up 5% with markets off 5%, but by the end of the month the portfolio had moved back to flat, with markets up around 4%. I have started to make some changes to the portfolio.

Episode metadata supplied by the publisher feed · Published May 1, 2024

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