Not sure that most investors truly grasp what has occurred during the month of November.
Crypto and gold are screaming that there is chaos ahead, while large amounts of capital are making shifts unlike anything we have witnessed during the past couple of years.
What this means, very simply, is that the playbook you have used to generate gains in the market over the past two years is in the process of being stomped on, shredded and burned right as most investors are still attempting to put 2 and 2 together.
Cryptos move is not a fluke.
In fact, we are increasing our allocation in both alternative spot and crypto related equities.
Golds move is not a fluke.
Signaling chaos, looser monetary policy and a stuck Fed for the first half of 2024.
Equities sudden resurgence is not a fluke, telling investors that increased liquidity is searching for a home.
Most importantly, investors are putting a premium on escape hatches from the current monetary system. That tells you everything about what to expect in 2024.
All the correlations, resistance points and economic truths that you have understood to be true from 2021-2023 are no longer valid.
Adapt or die.
In this weekend's edition of Turning Points, I have put together an 18 page note on how to best allocate for the dramatic shifts we are in the midst of experiencing. Including increasing our alternative crypto and equity allocations. This is closer to a beginning than any conceivable end.
Zenolytics Turning Points is 399 editions in and only getting better. Find out why institutions and individual investors have come to depend on our service through each and every type of market environment. Click here for details.
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