Trading for a sub 1 Million Account

Trading for a sub 1 Million Account

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Trading for a sub 1 Million Account
Trading for a sub 1 Million Account
ETF Model Portfolio doing just fine!

ETF Model Portfolio doing just fine!

Stagflation to Deflation most probable, both mean risk off!

Andreas Himmelreich's avatar
Andreas Himmelreich
Apr 27, 2022
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Trading for a sub 1 Million Account
Trading for a sub 1 Million Account
ETF Model Portfolio doing just fine!
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On days like yesterday, we can see that a stagflation regime (ROC Inflation up, ROC GDP down) is a risk off regime and why we need a long short portfolio, a long only portfolio is not going to cut it in this environment!

Regime:

The fed wants inflation down but there is almost no way that it gets its goldilocks (ROC GDP up, Inflation down) without a hefty…

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