Bond Yields are nearing 2% in US and Italy. This has killed the long term Austrian bond we love to look at.
Investing in energy, precious metals and defense contractors has paid off since the start of the year. Our strategies show strong outperformance compared to the $SPX.
Recession is predicted by the S&P 500 returns, but not always, and not necessarily with correct timing. The current correction can be stopped by a de-escalation in Russia/Ukraine crisis and a softening of the interest rates hike rhetoric.
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