As I suspected, it looks like we will get a move to the upside in gold, GDX, NUGT, nothing though about the analysis has changed.
However 1 position I do think I will make a change to for a short duration trade is TBT long (20+ year treasuries short). Since TLT long doesn't have the lelverage, I'll go with TBT short which is a little convuluted, but the only way to get the leverage and I expect this to be a short duration position.
Is interest rates about to start going up?
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Yes, I know - it does not make any sense - FED is about to cut
rates...but....real world interest rates are not always what FED wants it
to be.
5 years ago
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