By John Del Vecchio and Brad Lamensdorf
Bitcoin news sucks all the oxygen out of the room. However, it’s not the only market rallying that may indicate inflation is afoot.
Take a look at copper.
These commodities are flying and that is inflationary.
It is no coincidence that the TLT’s are breaking down.
Higher rates could put a lot of pressure on market multiples.
It’s time to put on hedges.
The Active Alts SentimenTrader long / short strategy manages exposure based on dozens of proprietary risk indicators. To learn more about how to manage risk from here, book a call with Brad.