SELLING ALL US ETFS NOW, USD LOOKS TOO STRONG, HAPPY TO BE WRONG AND BUY BACK

Rudy & Rooster · Rooster Global Portfolio Mastery Club · July 24, 2026 at 12:03  | Read on Substack ↗
Summary
The author is selling all US ETFs because the USD is perceived as too strong, implying a bearish tactical view on US equities and a belief that USD strength will reverse or pressure dollar-denominated assets. They acknowledge the possibility of being wrong and plan to re-enter if conditions change.
  • •Author explicitly states 'SELLING ALL US ETFS NOW' as a portfolio action driven by USD strength.
  • •Author is willing to buy back if wrong ('HAPPY TO BE WRONG AND BUY BACK'), indicating a conditional, tactical trade rather than a structural shift.
Length 9 chars
Category finance
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