April Portfolio Update
After nearly two years of the most recklessly loose monetary policy in history, the Fed letting its foot off the gas pedal may feel like slamming the brakes.
We have a new set of factors driving investors’ actions: uncertainty unleashed by the Russia-Ukraine war, related financial sanctions, and skyrocketing commodity prices. All these factors give value to the put options we focus on in Crash Speculator. For now, Dan gives guidance in this month’s portfolio review.