All time graph, NDX/IWM ratio shows we are entering a period of IWM gaining strength over NDX. Do we buy small caps and value stocks? Do bond yields (and perceived inflation risk) mean we sell NDX?
I don't really buy the narrative, but whatever, we don't fight where the money is moving.
BTC is also an interesting play if Gold doesn't move up, instead BTC is the anti-inflation play. Just look to whatever ETFs are best against this type of play (SYPD, emerging markets?).
What's interesting is the DXY is so far getting weaker in all this (well, today it went up temporarily). So will we see actual inflation at home and increased industrial, or just more offshoring? All the jobs are in the tech sector I feel. Software and services economy they say...
Anyways...
I don't really buy the narrative, but whatever, we don't fight where the money is moving.
BTC is also an interesting play if Gold doesn't move up, instead BTC is the anti-inflation play. Just look to whatever ETFs are best against this type of play (SYPD, emerging markets?).
What's interesting is the DXY is so far getting weaker in all this (well, today it went up temporarily). So will we see actual inflation at home and increased industrial, or just more offshoring? All the jobs are in the tech sector I feel. Software and services economy they say...
Anyways...
Penafian
Maklumat dan penerbitan adalah tidak dimaksudkan untuk menjadi, dan tidak membentuk, nasihat untuk kewangan, pelaburan, perdagangan dan jenis-jenis lain atau cadangan yang dibekalkan atau disahkan oleh TradingView. Baca dengan lebih lanjut di Terma Penggunaan.
Penafian
Maklumat dan penerbitan adalah tidak dimaksudkan untuk menjadi, dan tidak membentuk, nasihat untuk kewangan, pelaburan, perdagangan dan jenis-jenis lain atau cadangan yang dibekalkan atau disahkan oleh TradingView. Baca dengan lebih lanjut di Terma Penggunaan.