Why defensive names and bitcoin could be solid plays over the next six months
From cnbc.com
It may be a strategic time to pivot away from this year’s Big Tech winners. Bob Elliott, who runs Unlimited Funds, suggests building portfolios designed to withstand a slowing economy over the next six months should be a priority. “You’re talking about positions long bonds , long gold and short the U.S. dollar ,” the firm’s CEO and chief investment officer told “ETF Edge” this week. “That’s a very non-consensus view that is also favored by some of the smartest financial minds in the world [and] in the hedge fund community.” Elliott’s firm Unlimited Funds uses proprietary technology to create accessible alternative ...
(full story)