Firstly, I wanted to thank you for taking the time to share your knowledge and insights here. With that in mind, is this the sole platform where you publish? Specifically, do you discuss your tactical positioning elsewhere, outside this newsletter?
On the subject of positioning, last time you wrote: "The verdict is to keep reengaging the shorts and getting ready for September. Not too aggressive, though. Not yet."
Is this still your thinking given the recent economic data and the aggressive move down in US treasuries?
Hi, yes, this is the sole platform for all things regarding markets and investing. As of next week, we'll introduce a paywall and give even more details regarding positioning there.
Currently, yes, still holding to a hedge, but net long. The hedge will be increased if we fail to pierce through the key upper levels. Right now the fundamentals are all pointing downwards but as long as the short-term trend is up, no point in jumping the gun too soon.
Firstly, I wanted to thank you for taking the time to share your knowledge and insights here. With that in mind, is this the sole platform where you publish? Specifically, do you discuss your tactical positioning elsewhere, outside this newsletter?
On the subject of positioning, last time you wrote: "The verdict is to keep reengaging the shorts and getting ready for September. Not too aggressive, though. Not yet."
Is this still your thinking given the recent economic data and the aggressive move down in US treasuries?
Hvala Vam još jednom!
Hi, yes, this is the sole platform for all things regarding markets and investing. As of next week, we'll introduce a paywall and give even more details regarding positioning there.
Currently, yes, still holding to a hedge, but net long. The hedge will be increased if we fail to pierce through the key upper levels. Right now the fundamentals are all pointing downwards but as long as the short-term trend is up, no point in jumping the gun too soon.
Thank you for the reply - looking forward to checking out the new content.