10/10/16 Start of Inflationary Pulse.
Yep, Monday of this week kicked off the beginning of an inflationary pulse which will run for who knows how long.
What Should Do Well:
Commodities...GCC, UST long bond short...TBF, Yen short...YCS
What Might Do Well:
Inflation protected UST (the shorter the better)...VTIP.
USD long...UUP
Commodity related stocks.
What Probably Won't Do Well.
Stocks in general...SPY/VT
Gold/Sliver...GLD/SLV
What Won't Do Well at All.
UST long bond, especially zeros...EDV, Yen...FXY