In this week’s members-only letter we discuss the following topics:
- What Is The Bullish Case For U.S. Stocks
- Why I Am Still Leaning Towards The Bearish Side For Stocks
- My Favorite Short In U.S. Stocks
- Why We Want To Be Long Volatility
- What The Relative Strength In U.S. Banks Means To Me?
- Why Commodities Have Been The Best Place In The World
- What If The U.S. Dollar Rallies?
- What Do We Make Of The Historic Extreme Bullish Sentiment In Bonds?
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