Lets talk about defending your portfolio. Its a common impulse for most investors, when the economy starts to turn sour. Were in a growth phase now, with economic activity rebounding strongly from the corona-crisis shutdowns, and with reopening getting into full stride, economists are predicting up to 8% GDP expansion this year. But there are clouds on the horizon. Inflation is rising, and the April jobs report was, simply put, a disaster. The Biden Administration is pushing multi-trillion dollar…

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