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Tag: Euro Position
04 Aug 25

Odd Bins - some portfolio chnages of consequence!

Odd Bins - some portfolio chnages of consequence! Investment Conclusion. The long Yen Vs US$ position is being reinstated. The long/overweight German equity positions is being sold. Risk factors for equities global equities are rising, not falling even if the threat of a re... Read More

19 Mar 09
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