Welcome back to all the friends who follow the blog.
E 'Needless to say that the weather in May was widely respected, and we did well to remain completely liquid during the summer.
markets are in a state of complete uncertainty.
We remain very liquid in October, and remove from the portfolio also corporate bonds. But let's keep ready to intervene if the indexes were to overcome resistance and important start to a year-end rally.
If you were to turn negative, our strategy will always be defensive and overall liquidity.
However, in post from November, if all goes well, we'll see what licenses and markets enter .
