yer l was gobsmacked...
his latest filings show a material purchase in equities especially US regional banks think it was $100m??
it could be that he has given up trying to time anything and has just taken a spread of equities (maybe real estate , bonds , fixed interest ??? - l am guessing ??)
who knows what goes on in the minds of that lot. remember when they do lodge filings the news is already a few months old.
- reported by PensionCraft in the UK
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