I was short treasuries for a stretch then wound that down into energy. Doing alright except i did not position well ahead of the rapid pullback in growth. I mean i anticipated it since they're ridiculously over priced but figured they'd wait until close to rate increases 2q
I was short treasuries for a stretch then wound that down into energy. Doing alright except i did not position well ahead of the rapid pullback in growth. I mean i anticipated it since they're ridiculously over priced but figured they'd wait until close to rate increases 2q
I wouldn't be surprised if we see XOM >$200. I like both palladium and platinum but also expect them to struggle given hawks