Sunday, July 31, 2016

The Year of Living Dangerously

One year of extreme rising risk totally ignored...

Yuan devaluation
JPY carry trade unwind
Central Bank loss of control
Oil collapse
Deflationary implosion
Global GDP collapse
Global financials implosion
Brexit
Global anarchy

Flight to yield:
The low volatility implosion Fund (red) with S&P downside gaps...