DiscoverGlobal Macro UpdateToo Late for Portfolio Insurance?
Too Late for Portfolio Insurance?

Too Late for Portfolio Insurance?

Update: 2025-04-11
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There’s no substitute for experience. That was evident this week in the markets. While most people were confused or frozen, at least one investor (our old friend Jared) was making money after spending the past few months positioning himself for a week like this one. Part of his strategy involves using options, but not for speculation…

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Too Late for Portfolio Insurance?

Too Late for Portfolio Insurance?