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RE: LeoThread 2025-12-12 16-23

in LeoFinance6 hours ago

strategies, right? We have we have a kind of a long short strategy which by the way we're using cash as a buffer because it's almost impossible to hedge out a portfolio right now of Positioning when you have a market this up 500 one day down five and down 300 Midday up 400 then back down even by the end of the day, right and these are all signs of late-stage late stage market madness Along with what's going on with the with the Congress and the Fed. I think you have to lean If you're in a diversified approach and you're thinking about protecting for inflation as we do in our global allocations For example as we do with invest ology, which is diversified portfolio you lean Towards the the value for for a hundred different reasons one being that they have underperformed for the last five years and The catch-up trade is almost inevitable which is happening with energy Look, look if you don't think that all of this is inflationary. Look what's happening with oil There's not a supply issue (17/35)