As The Tri Polar World Turns - Springing Forward

  • My Advice remains: ignore the inflation debate, don't worry about the Fed - keep calm and carry on.

  • Remain overweight Equity & Commodities, underweight FI, esp. Sov. Use re opening laggards for the 2nd leg of rotation.

  • Sell in May, while tempting, is too early - testing time comes later this summer, in thin markets, with poor seasonality
April 30th, 2021
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