Recent content by odebayor

Bought consumer discretionary against spx. Bounced from support. Not recessionary if rising continues

I loaded up last week a insurance company to my portfolio inside the eurozone. Bund yield is (and was) too god damn low based on the real interest rate. So in my point of view we will see rising eurusd and probably oil in the near future. EUR is especially quite good semi-contrarian bet. If you...

Real interest rates (10yr yield - CPI YoY) in the US are in negative territory and in Germany it's getting even hotter. This implies that spending will keep rising until yields rise much more higher. Where do you prefer to hold on your positions: Stocks, bonds or cash? Given that we have not...

Good stuff about inflation if u are interested. Second of all, I would like to thank you about your independent thinking and writings. They have helped me to think and see things differently when it comes to my own gamebook.