Risk on / Risk Off - Diversification is key in volatile markets.
As we look forward into 2019, conditions for equity investors remain mixed. Global growth has been slowing with rising US interest rates, trade wars and Brexit. Whilst domestically the economy has performed better than expected this year, the tightening in lending standards is impacting the indebted consumer and house prices... Show More
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Well written Chad!
On Some Thoughts on the Blue Sky Affair from a manager who shorts -