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>> No.19813227 [View]
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19813227

>>19813104
Nah, here's we're we're going short term

>>19813149
Yeah, I'll play commodities way sooner than financials. I have a strong feeling the best play is commodities, but maybe not before start of Q3. I'm averaging into miners, oil producers, and raw materials, but I'm giving myself a very long time and keeping my buy zones low. Corona round two is probably on the way. There might be a lot of shocks going on right now, but overall, i still think that the short term deflationary pressure will offset the inflationary expectations of the balance sheet expansion.

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