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Inflation | Portfolio Yoga

Tagged: Inflation

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Notes from the Book: Dying of Money

My way to looking at markets has always been Top-Down. I focus more on Macros and less on the Company that I finally may invest into for my view is that the Marco decides the larger trend which is critical. Everyone from Charlie Munger to Howard Marks to the local stock broker Analyst say, don’t pay much attention to macroeconomic...