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'US shares remain the only game in town year after year.
Owning anything else has been a route to underperformance.' |
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00:01 -
14/06/24 |
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The US Treasury yield curve has been inverted for 702 days,
the longest streak in bond market history. |
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I was
thinking quite a lot about that. Not having gold (or Bitcoin
if it suits you better) in your portfolio is simply highly
negligent.
Even if it’s just a
tail risk. |
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Indian Stocks saw a monthly inflow of $4.2 billion in May,
the largest in history |
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Semiconductor Stocks are now outperforming the S&P 500 by
the largest margin since 1998 |
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