Gonna be interesting to find out who is doing genuine risk parity (stocks, bonds, commodities, inflation) and who is just doing stocks + levered bonds.
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and by commodities we really mean CTAs not buying and rolling futures
Love to buy and roll front month natural gas futures to hedge my inflation risk.
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a literal texas hedge lol
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underrated twete
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You joke, but this is probably a great trade over next 12 months.
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