Today's blog post:
Moving bond allocation more outside the US, particularly given general (and deserved) hostility to US Treasuries & a couple European pension funds starting to dump.
I don't think I've got any more defensive moves left, beyond this!
https://www.someweekendreading.blog/weekend-portfolio-trump-4/
Weekend Editor
npub1g9…dff6u
2026-02-10 20:46:30 UTC
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2026-02-10 20:46:30 UTCEvent JSON
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