Why the MacroTourist is buying his toques in the summer

I know everyone is talking about the U.S. election, and what that uncertainty means for the markets. Although I have an opinion how to trade it (it’s more than baked into the price), I prefer concentrating on situations where I am ahead of the pack. It’s difficult to find an edge focusing on Wall-Street-Journal-front-page worries. Chasing current hea…

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