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Re: None

Saturday, 02/17/2018 8:30:10 AM

Saturday, February 17, 2018 8:30:10 AM

Post# of 4668
Queen Bees Point to Trouble Ahead.

The two halves of my portfolio are somewhat at odds with each other. On the interest rate side, rates are pointed higher which is a spring condition especially when inflation is muted. I'm still full in PST, but cut back to 80% on TBF at the close yesterday.

However on the queen bee side, one queen has flown from HYXU (a spring asset if there ever was one) to FXY a defensive... things are not good asset.

The other queen abandoned the TBX spring hive after only a weeks stay and flew back to GLD another defensive asset.

Risk direction is now off.

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