Capital Flows and Asset Markets
Capital Flows and Asset Markets
TIME TO BE BOLD - ADDING ANOTHER SHORT
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TIME TO BE BOLD - ADDING ANOTHER SHORT

Patience is a virtue - boldness is a strength

Nothing lasts forever. Sometimes when your entire investment career has only seen a bull market, then its hard to imagine change is even possible. But it does come. When you look at how far the S&P 500 has outperformed treasuries in recent years - not expecting change would seem to be the wrong attitude.

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