Manufacturing hitting a 4-YEAR HIGH! The economy is ROLLING and this is exactly what we want to see!
Listen — nobody's saying it's perfect, but we're in INFLATIONARY GROWTH mode and that's a HUGE setup for stocks. This is NOT the time to hide in bonds or play defense!
Here's the playbook and it hasn't changed all year: OVERWEIGHT EQUITIES, underweight bonds, load up on hard assets, gold, and managed futures. This is the trade! This is where you want to be positioned!
The data keeps confirming it — manufacturing strength, growth momentum, inflation backdrop. You want EXPOSURE to real assets and you want to be IN THE MARKET. Don't fight the tape! BOOYAH!
Listen — nobody's saying it's perfect, but we're in INFLATIONARY GROWTH mode and that's a HUGE setup for stocks. This is NOT the time to hide in bonds or play defense!
Here's the playbook and it hasn't changed all year: OVERWEIGHT EQUITIES, underweight bonds, load up on hard assets, gold, and managed futures. This is the trade! This is where you want to be positioned!
The data keeps confirming it — manufacturing strength, growth momentum, inflation backdrop. You want EXPOSURE to real assets and you want to be IN THE MARKET. Don't fight the tape! BOOYAH!