Odd Bins 08.04.2025 - Some significant shifts in portfolio positions Investment Conclusion The long Yen Vs US$ position is being reinstated. The long/overweight German equity positions is being sold. Risk factors for global equities are rising, not falling e... Read More
Reports LibraryShowing All Results
04 Aug 25
Odd Bins - some portfolio chnages of consequence!
#Germany#Euro Position#Europe (Germany)#Euro Area#German Equities#German Equities & Bunds#EU Equities
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
Expected more? Our recent reports are for Subscribers only. To see everything, become a Subscriber.Contact Us