The famed investor goes on to say that he does not expect a global recession.
I take this as a cue to be wary of going long energy (highly US dependent), but feel good about grains and softs, which should not be as affected by a US recession.
The famed investor goes on to say that he does not expect a global recession.
I take this as a cue to be wary of going long energy (highly US dependent), but feel good about grains and softs, which should not be as affected by a US recession.
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