The decanted portfolio

"Breathing" - 29 Nov 2022


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This week we discuss about calmer markets and softening economic data. We focus on flash PMIs, initial claims and prospects for stocks in 2023. Finally, we discuss about solid support levels in the crypto space and how we are managing the portfolio (doing +3.8% YTD vs -5% for the benchmark) this week.

The full insights can be found on www.monetharia.io/blog

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The decanted portfolioBy Nico and Basti