Pressure Drop

Published on: March 11th, 2021

Loose Money, Loose Fiscal, Bubbling Inflation, Bond Vigilantes Stirring. All Common Knowledge? If some pressure comes off as bond yields pause, it will be time to increase risk and tighten stops on NDX shorts. Julian makes the case for adding back Gold exposure and scouting around for value. Three suggestions for the radar. Fingers on triggers post FOMC this week.