Portfolio Update For June 2
As summer approaches, there remains lingering concerns about inflation during this reopening period, but they appear more muted to start off the month. Whereas we think prices for gasoline and other types of fuel will rise during the summer (as will precious metals and building and construction materials), we also think near-term price inflation offers opportunities. This bodes well for many of our current positions. For now, Dan gives guidance on all the open positions in the portfolio.
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