Strategy Note /

Risks As I See Them

  • I have been consistently bullish risk assets for much of the past 2 years but it pays to look at both sides.

  • Cross asset markets have displayed an impressive ability to prick bubblets & ride thru potholes.

  • Lets use our Global Risk Nexus (GRN) process to assess the bull & bear case across assets. Bottom line - remain bullish

Jay Pelosky
Jay Pelosky

TPW Founder & Global Strategist

TPW Advisory
19 November 2021
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