Pain Allocation, Frog Poison, And Druckenmiller’s Secret Weapon

“My portfolio is very balanced… I have half my assets in cash and the other half is in pain…”  My brother-in-law told me that the other day and it made me chuckle. I’m guessing that pain allocation resonates with more than a few people right now.   We’re holding 68% cash in the MO port and […]