The Current Macro picture
Get long inflation.
Short TLT
Long BTC
Long OIL
Long softs
Long gold
Long APPL
or maybe this is the peak :P
Some people thing Short TLT and hold cash. I dunno. Looks to me like everything will catch a bid as bonds sells off.
Short TLT
Long BTC
Long OIL
Long softs
Long gold
Long APPL
or maybe this is the peak :P
Some people thing Short TLT and hold cash. I dunno. Looks to me like everything will catch a bid as bonds sells off.
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