QAV #642 — Is This Time Really Different?
"This time it really might be different” says Marks; Portfolio update by Market Cap; Pulled Pork on PRN;
In the Club edition, we’re also talking about: Gold is a buy; PGH 2BL example; Chuck Feeney died; Joe Aston's final Rear Window; Has TK found a maximum size where a portfolio stops getting 'QAV like returns’?; Imagine the markets were to theoretically close for 10 years…
In the Club edition, we’re also talking about: Gold is a buy; PGH 2BL example; Chuck Feeney died; Joe Aston's final Rear Window; Has TK found a maximum size where a portfolio stops getting 'QAV like returns’?; Imagine the markets were to theoretically close for 10 years…
Activity