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Strategies & Market Trends : US Inflation and What To Do About It
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To: Construction Koala who wrote (1494)7/24/2021 11:05:04 AM
From: Halfdave   of 1504
 
I too have been wrestling with this conundrum. I have read a few articles from gurus such as Mike Burry, Stan Drunkenmiller, etc. Mike is buying the TBT, which is the inverse of the 20 year. He is raising such an alarm that it has me concerned. I cannot figure what Stan is doing about it. I don't know if he is holding a shit ton of cash or what his positioning is.
I being to think the best I can do is hold more cash than normal, for me that would be 5%.
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