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Thanks for this great video! Hope you enjoyed your time off. Bulls are strong, but time will tell. I like the setup of our portfolios where we continue to hedge for the downside. I still like the Euro market where it got severely beaten down and if what if the War ends in autumn, things will change rapidly on the upside.
ReplyDeleteMy pleasure Sam, and, yes, ultimately I do like the setup for a number of non-US markets -- longer-term, after the dust settles, that is... With regard to Europe, I agree, sentiment for the currency and for asset markets is abysmal currently, the ultimate turnaround will be impressive... timing uncertain of course.
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