“History repeats itself, but in such cunning disguise that we never detect the resemblance…”
77.25% of the Perry Capital portfolio yields 5.09% with principal guaranteed. I sold my short 25% Treasury
positions
exposure.
77.25% of the Perry Capital portfolio yields 5.09% with principal guaranteed. I sold my short 25% Treasury
positions
exposure.
I bought more bonds in the portfolio. Finally, the future is less murky. Recession odds have increased dramatically.
“The problem with the world is that the intelligent people are full of doubts, while…” Read More »