Dark Money Millionaires Portfolio Update for April 23
The fear about the coronavirus clearly remains a major concern. But, the bigger issue is the uncertainty it has brought about the future, from a health and economic growth perspective. We believe that related market volatility will be met by more central bank intervention, as the Fed has still not yet deployed all the facilities it created to engage in multiple levels of bond buying. We sold one position for a nice profit this week and moved another one to a hold. Read on for Dan’s latest thoughts on the three open positions in the portfolio.
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