JRM - Month End Global Macro Update – JenkinsRM

JRM – Month End Global Macro Update

We still are very much better sellers and bearish US stocks and growth – we have been since the summer and we continue to like being long Long Bonds (US 10s, 30s, and Ultras), we like long the US Dollar that has been our call all since March/April and we continue to like being long Volatility which was our highest conviction idea coming into October. Her’s an update and more details in our monthly closing video….