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Francois Trahan, Founder, Trahan Macro Research

Alpha Exchange

CHAPTER

How Should Investors Position Their Portfolios?

I believe we're at the tail end of a bear market rally, by the way. We made this call on September 28th in the macro specialist designation. And we call it a bear trap because bear market rallies look a lot like the beginning of a new bull market. So what's going to work is risk aversion. It's the opposite of what has worked since late September. I believe this has a couple of weeks left to run. And then the bear market resumes.

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