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EPISODE · Dec 1, 2023 · 0 MIN

NOVEMBER NEWSLETTER AND PORTFOLIO

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.comI will do a more in-depth post about markets next week - in particular what I have gotten right and wrong in 2023. In this post I will talk about the portfolio performance in November, changes I have made to the portfolio, and general thoughts on the market.

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NOVEMBER NEWSLETTER AND PORTFOLIO

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