Russian Roulette Is Not Our Favorite Game

Use recent weakness to cover some shorts as geopolitical headline ping-pong in coming days will make bulls and bears go mad. Look to sell rallies for the larger down move as the Fed remains trapped.

My mind wanders often. I like to envision where the world is going to be in 2-3 years and then try to invest alongside structural trends that are in place to take us to that future. I do a lot of 1+1…