After our daily look at the overnight action, we turned to our simulated ETF portfolio. Today we looked for opportunities to add in Country 1, Country 2 and Macro ETFs. As hard as it was, we followed our rules and made room for $GLD, $SLV and $TLT

The market is set up to take a breather into the Fed meeting next week. Bonds continue to endure a brutal sell-off, pushing rates higher in a hurry. Is the move in the bond market simply a technical one, or is the market repricing economic and Fed expectations? We imagine clarity will come next Wednesday from Mr. Powell himself. After our daily look at the overnight action, we turned to our simulated ETF portfolio. Today we looked for opportunities to add in Country 1, Country 2 and Macro ETFs. As hard as it was, we followed our rules and made room for $GLD, $SLV and $TLT ![]() Today's trades are above. Our portfolio net liq along with unrealized gains following our ETF relative strength plan
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October 2021
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