EPISODE · May 13, 2024 · 7 MIN
PORTFOLIO UPDATE
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.comUsually I like to make changes at the end of the month, as that just makes everything easier - but I fell motivated to make some mid-month changes. As a rule, if a long or short position is bothering me, then it means its either wrong, or its too big. In this case I think I might just be wrong.
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