Winning Isn't Even On My Bingo Card
From Safe Havens To Software
Gap Down Was Bought, For Now
Petro or Pedo-Dollar
From Safe Havens To Software
Day 3 of this US-Israel provoked nightmare wherein we awoke to news 3 US fighter jets crashed in the Persian Gulf after being mistakenly shot down by Kuwaiti air defenses. Thousands of travelers are stranded in the region as stocks reprice international travel & higher energy costs.
Bond market was pricing out the “run it hot” scenario and gold was bid with USD.
My baseline bet with assets - higher dollar, gold, oil and VIX - all happened as relayed to clients in advance.
