POPA Recondecided to create my own index on 3 different regimes following the framework of asset allocation from gavekal's quadrants on inflation +…
decided to create my own index on 3 different regimes following the framework of asset allocation from gavekal's quadrants on inflation + growth, steno research regime states on growth, inflation and liquidity and michael howell's regime states for liquidity only.
The excerpt is quoted from a public Telegram channel, which owns its text.