No qualifying author-owned investment thesis was confirmed in this post.
All proposed ideas are watch/speculative inquiries rather than directional investment judgments with fundamental rationales.
Score8
Comments8
▶ Full Post Text
VXX has been trending up and FXF near all time highs. Now Google issuing 100 year debt. This does not seem like a recipe for market success. What's the trade?
Gold hedge has been amazing, and foreign equities have been doing well. Keeping shorter bonds. Maybe adding some high quality longer bonds. Maybe start trading some VXX and see if Iran going sideways breaks the camels back?