Economy

I'm still waiting for ... yields to move bonds, no one knows which direction. Gold is moving but silver drags. Oil is the best inflation hedge but it's moving down. Tech stocks are rebounding but who knows how far.

I think the rally will continue through the end of the month as fund managers seek window dressing. I'm partly hedged and had a remarkable week by any measure thanks to a move in a penny stock, but I think a couple hedges are going very sour. Of course they're not up for a month so who knows what can happen. I plan to look at inflation hedge ETFs but everything has already launched.