Long hope, short a relic? Our view on stocks and gold

Daniel Weston

Aimed Capital

Long U.S stocks and short gold has been a nice trade in the past week. While I have my own reasons for the positions which I will outline at the end of the post, I often feel the markets price action is representing hope that stocks will provide the yield that fixed income used to and disinflation will persist for the long term. Here are my thoughts on the two. Read more... (VIEW LINK)

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Daniel Weston
Daniel Weston
Chief Investment Officer
Aimed Capital

Running the Aimed Global Alpha - Macro Hedge Fund. Aussie. Trader. Investor. Coder. Cricketer. Skier. Surfer. Flyer. www.aimedcapital.com


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