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Commentary
Canso July 2014 Market Observer

This is the kind of financial market that we at Canso despair of. Stupid money looks smart and smart money looks stupid.

What, you are thinking? Things are great. My portfolio is going up and I am happy, if not euphoric. The problem is that I can’t find enough new investments. Yup, that bank loan ETF with an inverse yen hedge and a call on the Kamchatka stock index looks good.

Read the full newsletter at the link below.

Canso July 2014 Market Observer