Detailed Holdings, Portfolio Guidance and Macro Update
Great write up! Really appreciate the insight and broad coverage across all sectors and key themes that everyone is probably thinking about right now.
Thanks Tommy!
Good info on the Baltic Dry, I will check it out.
Cheers!
-F.
Enjoyed very much reading your market and asset review. Baltic Dry Index dropped quite far. This could be also a recession indicator.
Great write up! Really appreciate the insight and broad coverage across all sectors and key themes that everyone is probably thinking about right now.
Thanks Tommy!
Good info on the Baltic Dry, I will check it out.
Cheers!
-F.
Enjoyed very much reading your market and asset review. Baltic Dry Index dropped quite far. This could be also a recession indicator.