From the desk of Steve Strazza @Sstrazza and Grant Hawkridge @GrantHawkridge
In recent months, we've seen a rare bid in defensive assets as investors position for more mixed markets and messy action in the weeks and months ahead.
We recently had on a counter-trend trade in gold that worked out (we took off the trade at our profit target this week), and we're starting to see a similar rationale and setup in bonds.
I'm going to let Steve Strazza do most of the talking...
Key takeaway: Amid the economic optimism that is seen in surveys and magazine covers, the stock market is experiencing an unwinding in speculative excesses that has just begun...
Key Takeaway: Investors finding themselves with too much Technology exposure. Speculative unwind occurring as neglected areas of the market make new highs. Inflation concerns are...
A few of my readers have pinged me privately drawing my attention to an Oil & Gas sector name that could possible make for a good "catch up" trade in the space. I generally would rather play in the leaders, rather...
Welcomeback to our latest "Under The Hood” column for the week ended May 14, 2021. This column is published bi-weekly and rotated on-and-off with our ...
