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Writer's pictureOlivier M

Moved my blog here

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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 Rules

I 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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