Author Topic: Best Ideas To Profit From Big Increase In Downside Volatility  (Read 1925 times)

james22

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Re: Best Ideas To Profit From Big Increase In Downside Volatility
« Reply #10 on: May 12, 2019, 06:42:22 AM »
Commodities?

...every recession in the U.S. since 1970 has been preceded by a massive commodity rally.

Going into each of the last five recessions, commodities as an asset class have experienced a truly massive rallies, sometimes by as much as 400 percent.  During those rallies commodities have vastly outperformed the stock market.

Gundlach finds it almost unbelievable how repetitive commodity outperformance late in the business cycle has been historically.  “Eerily repetitive” was his actual description.


https://oilandgas-investments.com/2018/top-stories/30097/

Commodities have been hurt by the tariff talks and the slowdown in the global economy, Gundlach said. Commodities typically move higher prior to a recession. But he is less sure of this now, because it could be overwhelmed by broader variables like inflation. With a weaker dollar, commodities have a 50%-plus chance of making money, Gundlach said.

https://www.advisorperspectives.com/articles/2019/01/08/gundlachs-forecast-for-2019[/quote]
25% BRK l 25% BAM l 8% SV (VSIAX) l 8% EM (VEMAX) l 4% FNMA/FMCC l 4% FNMAS/FMCKJ l 25% Stable Value


DooDiligence

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Re: Best Ideas To Profit From Big Increase In Downside Volatility
« Reply #11 on: May 13, 2019, 08:30:51 AM »
Jeff,

Perhaps my phrasing of my post was a bit subtle. It was actually meant as cudos to you, because omagh's post skipped my attention here on CoBF in the first place. So thank you to you for bringing it to my attention by your tweet [ : - ) ].

 :) to be of help, even if my contribution is just pointing to good stuff others wrote.

Twitter is once again great since I blocked a bunch of political key words.
Healthcare 32.7% - CVS DVA EW NVO // BRK.B - 20.6% // Media & Communication 8.3% - CHTR DIS

Drinkers & Smokers 7.5% - ABEV MO // Auto's & Oil 12.4% - CLB GPC VDE // Tech 0.0%

%'s held @ MV 06/18/2019 minus 18.3% investable cash

i trumpet my ignorance

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