Those who have been reading my stuff for a while know I’ve been bearish equities, bullish yields, and bullish USD for a while. Today I am flipping that view and reorienting my portfolio towards long commodities (both long term and short term), long crypto, short USD, and neutral yields.
Looking past the USD bull market
Looking past the USD bull market
Looking past the USD bull market
Those who have been reading my stuff for a while know I’ve been bearish equities, bullish yields, and bullish USD for a while. Today I am flipping that view and reorienting my portfolio towards long commodities (both long term and short term), long crypto, short USD, and neutral yields.