Continuation of Trends

Still an Inflation (read Stagflation) market!

We had a great week in London, I traded on the side on evenings, and it worked out pretty well. Of cause the dollar helped a lot here, but also my energy and materials names worked out well.

By the way, I got shaken out of the SARK long, watching it now!

Inflation / Deflation Portfolio:

Here the portfolio that fits the current regime we started on the 9th …