Portfolio Update: Increasing TLT, GLD; Closing IYT, XLK, XLY

Increasing TLT’s allocation from 26% to 35% Increasing GLD’s allocation from 5% to 15% Closing IYT, XLK, XLY Adding to […] To access this content please upgrade to another membership

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The Consumer is Down But Not Out, A Contrarian Bet Against Record-High Pessimism

Summary: Consumer sentiment is at all-time lows and stagflation fears abound. But in nearly 70 years of data the equity […] To access this content please upgrade to another membership

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