I made some mid-month changes to the portfolio, which generally worked I think. I plan to quickly go over the portfolio performance, and then look at peculiar idea, that the S&P 500 is the risk free asset, rather than treasuries. It makes recent market performance easier to understand.
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IS THE S&P THE RISK FREE ASSET?
www.russell-clark.com
IS THE S&P THE RISK FREE ASSET?
May Portfolio Review
Jun 03, 2024
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Capital Flows and Asset Markets
Explaining how capital flows and asset markets work
Explaining how capital flows and asset markets workListen on
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