As I’ve mentioned so many times before, my dislike of reporting season is immeasurable. It’s a choppy time to be in the markets and a steady hand is needed at all times. How many times have we heard this story?
We thought it prudent to send a note this weekend since the Trump/North Korea situation appears to have moved off Twitter and into the real world. We can’t and won’t predict what exactly will happen in Korea but there are ways to profit & protect capital from the escalation of tensions.
Register now for the launch of our newest product: The VFS Global Macro Fund. August 2, 7.10pm
It’s a frustrating thing when writing occasionally funny yet always insightful market commentary that something you’ve been putting together for a week on the unwinding of bond proxies suddenly becomes temporarily moot.