OASIS FORUM Post by the Golden Rule. GoldTent Oasis is not responsible for content or accuracy of posts. DYODD.

Chris from “Capitalist Exploits” writes=

Posted by Richard640 @ 16:09 on June 15, 2018  
Now, I’m not smart enough to know when the FANGs roll over, and I only very very rarely short but the point is we’re not long FANGs either.

Markets move in cycles and asymmetry is almost always inversely correlated with popularity.

And here’s one more pretty chart from Jeffrey Gundlach that explains why we think the timing opportune for private placements in the commodity space.

The experts can help us understand what to do at each stop on the journey, but it’s probably a mistake to let them drive the bus.

– Chris

“The problem with experts is that they do not know what they do not know.” ― Nassim Nicholas Taleb, The Black Swan: The Impact of the Highly Improbable

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Post by the Golden Rule. Oasis not responsible for content/accuracy of posts. DYODD.