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.
MARCH NEWSLETTER AND REVIEW
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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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Russell Clark
