March 3rd, 2021 – Factual Daily PRO – Issue 0084 – Year 3 – Factual Manhattan L.L.C. – Author: Marcelo Marini
Recently we covered up what could develop in a transiction market.
I think that we are reving a transiction to a pre-covid mode but as intelligent investors we always take good care of our exposition. and measuring our risks.
Today we stick with industrials, materials, energy and commodities.
Keep it simple.
More to come.