https://taylorpearson.me/thedragon/ An interesting portfolio idea is this Dragon portfolio, although I have serious doubts about the use of commodity trend funds and tail hedging etfs
An in house solution to this (instead of relying on third parties with agency problems) is to increase a certain percentage of the stock portolio and allocate it in commodity countries (Australia, Canada, Brazil, South Africa) and to buy SPY puts instead of using tail hedge etfs
https://www.wsj.com/articles/argent...ic-turmoil-11602766036?mod=markets_minor_pos1 Argentina looks headed towards devaluation, and conversion of dollars in domestic bank accounts into pesos. Its 2002 all over again ARGT
Interesting to see that the USD-denominated Argentinian stocks have not declined by that much, despite the decline in ARS. https://finance.yahoo.com/quotes/US...eo,teco2.ba,tgs,tgsu2.ba,ypf,ypfd.ba,/view/v1 At the time of writing Dolar Blue is at about USD/ARS 180. Argentina thread: https://www.elitetrader.com/et/threads/cry-for-me-argentina.338855/ .
To me, the BTC paypal news is huge. Its the catalyst it needed to get over all-time highs in the coming weeks. So many people will be exposed to BTC, so many new hodlers will be born. #BTC40K
Good balanced article about Covid19 by the Economist magazine https://www.economist.com/science-a...1&utm_content=article-link-1&etear=nl_today_1