It looks like bonds will rally until the elections possibly here. I'm long bonds and gold for the time being.
Let's play it safe until we regain clarity. Not sure about equities but the new ATH in #SPX might indeed happen at some point, just that news make it extremely risky to trade equities until the elections risks are out of the way. This is a safe trend to hold on to meanwhile and squeeze a 25% return out of.
Cheers,
Ivan Labrie.