Comment on Contrarian take: The "Soft Landing" narrative looks dead if you analyze Burry’s latest hedges
sj_zero 2 days ago
I've been in defensive mode for several years now. The markets have been up up up since COVID, and that makes no sense. Doesn't matter who's in power, you can't have a divergence between markets and reality forever.
Eddyzh@lemmy.world 2 days ago
While true the question is not forever but for how long you can hold your short position. And if the government etc keep markets unreal it can stay unreal pretty long.
sj_zero 2 days ago
There's other options than just a short. Defensives have been doing great despite not being in the direct line of fire. Some money market funds have been giving 5% and it's a great place to keep dry powder too. Alternatively, you can use a dumbbell strategy where you take risks with a small part of your funds but lock your profits into low risk things.
So there's lots of options, not just buy or short.
Ardyssian@sh.itjust.works 2 days ago
Heh, options