I continue to believe that stocks and crypto need a weaker dollar to do well in the back half of this year. The reason I continue to believe that is because the market keeps proving that to be the strong underlying trend.
You can bet on those correlations changing if you’d like. But that’s not the bet we’re making.
I think if the Dollar is weakening here, we want to be long the riskiest of assets, including stocks and crypto.
Let me know what you’re thinking.
JC
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