Sell
Alrighty then. The Humungus is selling automotive. The Humungus is selling biotech (we got out with our ante there folks). The Humungus is selling the Nuc Plants (thank you Mr. President, that was excellent). The Humungus is selling Tech.
The Humungus is buying bonds. Yeah I know, right? This is about as exciting as betting red at the roulette wheel, but, ya know, it's looking like it's time to take some money off the table and be cash ready for the next big plunge. And since there seems to be no end in sight (like ever) for the EZ Money policy of Big Governments, there's not a lot of evidence for interest rate risk.
Now, The Humungus ain't fighting the Fed, no way, man, WE LOVE THE FED; it's a short term posture for those summer doldrums. It's quiet out there, maybe a little too quiet. Let's see what the fall brings.
The Humungus is buying bonds. Yeah I know, right? This is about as exciting as betting red at the roulette wheel, but, ya know, it's looking like it's time to take some money off the table and be cash ready for the next big plunge. And since there seems to be no end in sight (like ever) for the EZ Money policy of Big Governments, there's not a lot of evidence for interest rate risk.
Now, The Humungus ain't fighting the Fed, no way, man, WE LOVE THE FED; it's a short term posture for those summer doldrums. It's quiet out there, maybe a little too quiet. Let's see what the fall brings.
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