Show Us Your Portfolio: Cem Karsan
Excess Returns
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The Fed's Bluff in the Short Term
The market is trying to call the Feds bluff. And there's an inflationary underlying kind of problem as this is all happening in the short term. We're in a process of shaking positioning as we currently speak. So I know that's not giving you month by month, week by week. But if anything has gotten more bearish here would be the next window I would be looking for something to begin and be very cautious during.
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