MM 20 July 2024

Quotes

Lessons & Thoughts

    

Macro news

Money

GDP

CPI

Yield curve

FX

Precious metals

Crypto

Fixed income

Real estate

Equities

Commodities

Themes, Sectors & Corporate

Other

 

1/3 invested at all times, 1/3 to invest after 10% corrections, 1/3 to invest in recessions