$/CNH moves accelerating. Need to cut reflation bets

Historical muscle memory here has seen big moves in $/cnh before and this has me concerned about pace of cyclical growth/reflation. We are hedging our reflation bets.

Apr 21, 2022

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I have been discussing this strength in $/CNH on my Twitter feed (@ces921) over the last few days but I wanted to break in today with a quick update that I have been reducing my net long exposures in…

3-Circle Investments by The Bear Traps Report

$/CNH moves accelerating. Need to cut reflation bets

Historical muscle memory here has seen big moves in $/cnh before and this has me concerned about pace of cyclical growth/reflation. We are hedging our reflation bets.

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