DXY Weakness
A strong US dollar and elevated treasury yields were a big part of my short thesis. We're seeing DXY weaken now and I think it'll continue which should be a good thing for bulls on stocks. Precious metals and BTC are some potential longs I'm going to start looking for, although silver doesn't look great right now if you ask me.
A soft landing may be possible if DXY weakens without causing a global recession. I had previously believed that wouldn't be possible. I'm not committed enough to go full port yet, but I'm looking for confirmation and potential long opportunities. I'm definitely not shorting tech up here until I see more confirmation, but I'm not longing yet either.
A soft landing may be possible if DXY weakens without causing a global recession. I had previously believed that wouldn't be possible. I'm not committed enough to go full port yet, but I'm looking for confirmation and potential long opportunities. I'm definitely not shorting tech up here until I see more confirmation, but I'm not longing yet either.
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