Capital Flows and Asset Markets
Capital Flows and Asset Markets
PORTFOLIO UPDATE
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PORTFOLIO UPDATE

Making some changes
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Usually I like to make changes at the end of the month, as that just makes everything easier - but I fell motivated to make some mid-month changes. As a rule, if a long or short position is bothering me, then it means its either wrong, or its too big. In this case I think I might just be wrong.

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Capital Flows and Asset Markets
Capital Flows and Asset Markets
Explaining how capital flows and asset markets work