Saturday, April 4, 2026 
The Macro Thesis
The US Dollar is breaking down and gold is acting strong. I will continue to benefit from my weak dollar, strong gold thesis. The Dow Jones US Real Estate Index (IYR) is rallying. This is very opportunistic.
At some point the (IYR) is going to be a massive short, again. I do not think that point in time has come. I wonder how much retracement we will see in the trend?
Nature’s math is evident in all places. Especially markets.
Peace
Click to Enlarge
thank you
Comment by yuqing — December 17, 2008 @ 10:04 am
RSS feed for comments on this post.
TrackBack URL
https://www.volatilitynews.com/2008/12/the-macro-thesis/trackback/
Leave a comment