We took the following positions across major U.S. indices, stocks and commodities:
S&P 500 (Cash): Short @ 7,770
Nasdaq: Short @ 29,700
Gold (December): Bought @ 3,998
Silver (September): Bought @ 62.00
Crude Oil (September): Bought @ 74.86
NBIS @ 192.90
CRWV @ 90.15
These positions reflect our market-timing view across equities, precious metals and energy.
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