Trading The Shit Show: July 2022 Portfolio Update

I thought it would be a good idea to update my subscribers on some positions I currently have on and offer my comprehensive take on macro and equities for the next couple of months.

I wanted to a take a couple minutes this morning to expound on a note I wrote in haste two days ago about why I think a bottom for equities and gold could be in for the time being. I also thought it would be a good idea to update my subscribers on some positions I currently have on and offer my comprehensive take on macro and equities for the next couple of months.