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https://paulpodolsky.substack.com/p/changing-fortunes-bdd/comment/123452104

pierre-yves bonnet on A Letter from Paul

Hi Paul, very US centric and for good reason. Vix is lower than I expected. Short bonds a little further? That’s a guess. Cash in on the stock market rebound to post positive half year returns and sit on cash to be deployed adequately (time for stock picking and inflation bond). A lot of work ahead. Cheers!



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pierre-yves bonnet on A Letter from Paul

https://paulpodolsky.substack.com/p/changing-fortunes-bdd/comment/123452104

Hi Paul, very US centric and for good reason. Vix is lower than I expected. Short bonds a little further? That’s a guess. Cash in on the stock market rebound to post positive half year returns and sit on cash to be deployed adequately (time for stock picking and inflation bond). A lot of work ahead. Cheers!



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https://paulpodolsky.substack.com/p/changing-fortunes-bdd/comment/123452104

pierre-yves bonnet on A Letter from Paul

Hi Paul, very US centric and for good reason. Vix is lower than I expected. Short bonds a little further? That’s a guess. Cash in on the stock market rebound to post positive half year returns and sit on cash to be deployed adequately (time for stock picking and inflation bond). A lot of work ahead. Cheers!

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      Hi Paul, very US centric and for good reason. Vix is lower than I expected. Short bonds a little further? That’s a guess. Cash in on the stock market rebound to post positive half year returns and sit on cash to be deployed adequately (time for stock picking and inflation bond). A lot of work ahead. Cheers!

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