Daily Note

The Inflation Debate Continues

Jun 14, 2021

Thomas Thornton

  • Paul Tudor Jones was on CNBC today and he was concerned about the Fed's policy similar to Stan Druckenmiller's comments in the past few months
  • He discussed inflation trades being at an "all-in" scenario if the Fed continues to talk transitory inflation Wednesday
  • His cautious comments about the equity markets did not get enough attention since he talked about Bitcoin 
  • He's worried, I'm worried, you can prepare your portfolio
  • Some new short ideas are working well within materials and energy
  • I'm seeing some more negative divergences within the equity indexes
  • Bitcoin recent history of 5 down waves 
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