A Quiet Accumulation: Bonds and the Illusion of Control
The filing with the Securities and Exchange Commission – a document, let it be said, designed to inspire more weariness than enlightenment – revealed that Evexia had increased its holdings in this particular ETF during the final quarter of the previous year. The transaction, valued at approximately $5.79 million based on the quarterly average, represents a subtle shift in their portfolio architecture. And, naturally, the value of the holding itself increased by $5.80 million – a pleasing coincidence, or perhaps a manifestation of the inherent instability of all things? One wonders if the fund managers consulted tea leaves or simply trusted in the capricious whims of the market.







