Today marked statistically a change in a few parts of the economy here in the U.S. First and foremost, I will be being active in actually acting forward looking by protecting certain aspects of my portfolio with certain sector risk exposure. Protecting my capital in terms of both capital loss of YTM and also exposure to inflation specific-asset classes. I will be adding long REIT's such as $EQIX for long term holding of varying a few months if not over a year, with additional non-marginalized positions to come.
The transition from deflationary (heavy depressionary) to stagflation, which today showed the first technical data prints of such. Regaurdless, we still technically aren't in a recession according to the trule book, so the last thting I'm trying to to suggest right now us to follow the rules.
The transition from deflationary (heavy depressionary) to stagflation, which today showed the first technical data prints of such. Regaurdless, we still technically aren't in a recession according to the trule book, so the last thting I'm trying to to suggest right now us to follow the rules.
