“When the government assumes all the risk, it’s the currency that is at risk.”

Newsletter /

77.25% of the Perry Capital portfolio yields 5.10% with principal guaranteed. As you know by now, I sold my
short 25% Treasury positions and because the Fed is going to raise rates and keep them there for much longer than the market expects.

“When the government assumes all the risk, it’s the currency that is at risk.” Read More »