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Recent Posts
- Update on 2022 Performance of TB Enigma Dynamic Growth Fund: -1.0% in December and -6.7% for 2022 (IA Flexible Sector -9.1%, MSCI World Equities -18.4%, -7.4% in GBP )
- Asset Allocation – our model is less bearish on equities but remains defensively positioned in Sectors: long Materials, Financials and Industrials. US 10 Year Treasuries starting to look attractive
- Equities and Bonds are still in a Bear Market. Overweight Healthcare, Financials, Consumer Staples, Materials and Industrials and underweight Growth Sectors. Overweight UK, underweight USA.
- Bearish Commodities. Especially Oil and Gas which are showing clear bearish trends. But long Gold which has recovered from steep summer price falls and is now exhibiting bullish price trends
- Go short USD. Our FX model is now short USD against all major currencies. The weaker than expected CPI data has burst the dollar bubble which is now weakening from very expensive levels.
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