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General Macro
General discussions about macro-finance, markets, and economic news
Anyone seen the latest US employment numbers? The market seems to be completely ignoring them...
That's exactly what MoneyRadar said in the latest brief - the job market is a lagging indicator.
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Gold & Commodities
Analysis and discussion on gold, oil, and strategic commodities
Gold broke $2,600 this morning. Central banks continue to buy massively.
I'm keeping my allocation at 8% as recommended. The new geopolitical paradigm structurally supports gold.
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Bonds & Rates
Duration, yield curve, bond strategies, and monetary policy
The curve re-steepening continues. This confirms the signal we discussed last month.
I've started extending duration on my bond portfolio. TLT in progressive position.
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Portfolio Construction
Asset allocation, diversification, risk management, and concrete strategies
My current allocation: 45% equities (including 15% small caps), 30% bonds, 10% gold, 15% cash. Thoughts?
Solid. Have you considered hedging your dollar exposure? With DXY above 105, it's worth it.
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Discussions reflect members' opinions and do not constitute investment advice.