Trump Inspired Manifest and Holdings Changes.
Since the Trump elections...
1) Dollar has strengthened.
2) ALL bonds, both domestic and global, are in a meltdown. There is no bond in the world which is a hold/buy.
3) US equities are in a meltup especially small caps..
4) Foreign equities, especially emerging markets, are in meltdown.
5) Commodities are mixed with industrials doing well and PM poorly, with grains under pressure.
6) Volatility is low and the decay rate increasing.