Just a quick post on my positions right now. Port was up about a percent today and put in a new all-time high for 2021. YTD Performance now 44%, so all good.
Most important the TLT Hedge (around 40%) does not get destroyed on stock market up days, just as the regime (GDP slowing, Inflation slowing shallowly) would suggest.
There are still 30 Countries fro…
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