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All Weather Strategy

LIVE: No Taper

All Weather Strategy: Andrew was live with FINNOMENA and talked about markets are getting pricy, protecting against a US market fall, inflationary government spending, no tapering since Fed can’t let rates rise, and why we favor commodities and Western equity.

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A. Stotz All Weather Strategy – July 2021

All Weather Strategy: The strategy outperformed a traditional 60/40 portfolio by 0.9% in July 2021. Reopening of Western economies should drive these equities, and we expect strong commodities demand from Western and Chinese recovery. Risks: Inflation turns out transitory, new government-mandated shutdowns.

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