Holiday Weekly missive – Macro, investment ideas and Links
I’m on holiday this week and next and thus a shortened compendium of the usual notes. Looking again at BT Group, Vietnam and safe havens. Plus inflation proofing your portfolio.
Programming note – I’ll be away on holiday from June 4th June. This week I have a single weekly edition. Next week I won’t bs sending out anything and then I’ll slowly restart on Monday 20th June with another weekly edition.
Macro: Investing in inflationary times
If, and it’s a big if, you think we are mired in a prolonged inflationary period – and many t…
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