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