This Time Is Not Different: Armored Wolf’s Brynjolfsson
Even though bond markets have rallied recently, many analysts have held to their year-end interest rate estimates and see this as a selling opportunity that investors can take advantage of while preparing for inflation to finally start picking up again.
“Don’t pick pennies up in front of steam rollers,” writes Armored Wolf chief investment officer John Brynjolfsson in the hedge fund’s monthly newsletter. “Inflation is already ticking up, and it is time to short Treasuries, buy TIPS, buy Commodities, and position for Reflation.”
The Ex-PIMCO . . .
This content is exclusively for paying members.
If you are subscribed and having an account error please clear cache and cookies if that does not work email [email protected] or click Chat.