MBCC TH 6th Aug'24 - "The trillion $ question, is this the low, or do we get a 08 type move? What is the REAL asset to own here and ARE COMMODITIES a buy yet?"
Big moves and a lot of questions, so we break each asset down. Everyone wanted to be long Energy/Commodities and Short Tech, but neither that worked NOR the $IWM/$QQQ…so what is happening and what is the trade to be in?
