MARCH NEWSLETTER AND REVIEW

Capital Flows and Asset Markets

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MARCH NEWSLETTER AND REVIEW

Strong month for inflationary assets

Russell Clark

Apr 02, 2024

∙ Paid

The key trade of GLD/TLT returned to its highs seen in September last year, when I decided to launch a model portfolio.

However, unlike in September when TLT weakness was the driver, this month it has been GLD taking out new highs.

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