Capital Flows and Asset Markets
Capital Flows and Asset Markets
NOVEMBER NEWSLETTER AND PORTFOLIO
Preview
0:00
Current time: 0:00 / Total time: -0:33
-0:33

NOVEMBER NEWSLETTER AND PORTFOLIO

Pro-labour trade still looks good - will add to existing trades

I will do a more in-depth post about markets next week - in particular what I have gotten right and wrong in 2023. In this post I will talk about the portfolio performance in November, changes I have made to the portfolio, and general thoughts on the market.

This post is for paid subscribers