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CXSE - What The World's Top Investors Are Buying And Selling
WisdomTree China ex-State-Owned Enterprises Fund
I share key insights and top picks and pans from seven great investors of our time.
There is diversity of opinion, but some agreement on crucial investment themes.
These include a long-term decline in the dollar, persistent inflation, poor long-term Treasury returns, speculative excesses, and the need for broad diversification.
I share select investments from my portfolio that align with these.