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@@ -46,3 +46,8 @@ pointing to down trend in durable good (BEA), not good mean deflation (worst cas
things that do well in deflationary env - Utilities, Consumer staples, Low P/E stocks (not growth)
buy healthcare, energy, utilities
+
+
+24 april -
+if bullish DXY should be long risk assets, sell defensive sell gold
+if belives only a bounce, buy risk asset and then dump them into cash or gold and wait for next DXY leg down