TRYING OUT A 2009 ANALOGY

And why the 'tourist pitched his copper and replaced it with gold

Mar 1, 2021

∙ Paid

I promised an explanation of my portfolio moves last week, but before we do that, let’s take the time to explore the recent bond sell off in the context of historical moves.

In that vein, I think one of the best synopses regarding last week’s bond sell off was provided by MacroTourist subscriber Karl:

The MacroTourist

TRYING OUT A 2009 ANALOGY

And why the 'tourist pitched his copper and replaced it with gold

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