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Cash Is King During Fed's Hawkish Warpath, Says Former $20 Billion Fund Manager
Forward Guidance
The Gold Standard in the Macro Community for Time Stamping Yourself
Even if you're on the right side of the trade where your long energy and your short ARKK, you can have vicious corrections. I think there was a lot of people who covered their shorts yesterday on the news. This is basically the only development and holding ground that I see at this point in time for Japan to hike its interest rate. And so I'm starting to try and give it away as part of the crux appearing with the Japanese yen. It's one short bet. It's been working right, but we need new trades now.
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