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Markets come and go - policy is forever.

In my recent post I marvelled at the mastery that both Soros and Buffett have over US policy and its financial implications. I am also trying to invest more closely with US policy too, and moving to a much longer time horizon. To me this means I am moving from Soros style to Buffett style, which given my age, is probably appropriate.

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Capital Flows and Asset Markets
Russell Clark