We find ourselves in a dismal equity market.
Bond prices are falling.
Even REITs leverage limits are shaky.
I have reviewed some S-Reit current leverage.
I am concerned.
If valuation falls and interest rate rise, what then?
The regulatory limit may be triggered.
We are finally close to the edge.
Perhaps a recovery is near.
What should an intreprid investor do?
What is the best way if one wish to bet on recovery?
My thesis: short the USD and long commodities currencies.
More directly, long commodities.
Please note that while i am invested, these bets are risky.
Currency and commodities future have ruin many.
Consider the thesis at your own risk.
$Canadian Dollar - Dec 2023(CAD2312)$ $WTI Crude Oil - Feb 2023(CL2302)$ $Canadian Dollar - Jun 2023(CAD2306)$
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