Brilliant as always, although at odds with your weekly positioning. I understand weekly positioning is more tactical and short term. Be great to understand the weekly portfolio and what drives the difference between that and your bigger picture view. Ie, flows, momentum etc?
Brilliant as always, although at odds with your weekly positioning. I understand weekly positioning is more tactical and short term. Be great to understand the weekly portfolio and what drives the difference between that and your bigger picture view. Ie, flows, momentum etc?