10/3/19- Market Note and Portfolio Construction Follow-up

Market Brief
Written By Alex Barrow
Alex Barrow

Founder & MO Team Lead, CIO at Foundation Capital, macro junky, former Intelligence professional at FBI, DIA, and DOD, USMC Scout Sniper turned yogi/meditator.

https://x.com/MacroOps
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9/30/19 Portfolio Update: The Four Pillars Approach