Portfolio Update - 3

Major change in view.

In the last post, I talked about “let’s not worry too much about inflation as now all the forces which were driving it are reversing” and I was 93% long equity + 7% into ECL finance NG debt ( high yield corp debt).

Over the last 2 weeks, I have had a change in view about the markets (although it’s been going up and ended positive bi-weekly). I am not wor…