BLOOMBERG Whatd You Miss July 13, 2024
Oil markets, the energy markets, saudi arabia cutting an additional one Million Barrels per day. Fact thatt change the the demand has collapsed. Even changes like that dont seem to change the trajectory of what we are dealing with in the oil markets. Still with us is chris ailman of calstrs. Positioning to hedge against another, like, down in the market . Of ourit is a big chunk market portfolio. 10 . We are still keeping our fixed income. For us, it is really all about diversification. We are underweight global equity. We think this market will have some weakness. Going into the last couple o...
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