Olivier MDec 21, 20211 min readMoved my blog herehttps://emergingvalue.substack.com/ ThanksI may keep this side here alive if I want to do something more elaborated that a blog in the future.
https://emergingvalue.substack.com/ ThanksI may keep this side here alive if I want to do something more elaborated that a blog in the future.
Driven by fear rather than by greed.This will be a post that is about portfolio management and macro. Edit, I started this memo about a week ago, November 20, today we have...
Losses in Emerging markets and Safety RulesI will present some past losses and errors in Emerging markets and will establish my ground safety rules in Emerging markets. 1-I had a...
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