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Bitcoin isn’t the Only Market that’s Flying

By John Del Vecchio and Brad Lamensdorf

Bitcoin news sucks all the oxygen out of the room. However, it’s not the only market rallying that may indicate inflation is afoot. 

Take a look at copper.

Bitcoin isn’t the Only Market that’s Flying
Bitcoin isn’t the Only Market that’s Flying

Or oil.

Bitcoin isn’t the Only Market that’s Flying
Bitcoin isn’t the Only Market that’s Flying

Or corn.

Bitcoin isn’t the Only Market that’s Flying
Bitcoin isn’t the Only Market that’s Flying

Or soybeans.

Bitcoin isn’t the Only Market that’s Flying
Bitcoin isn’t the Only Market that’s Flying

These commodities are flying and that is inflationary.   

It is no coincidence that the TLT’s are breaking down.

Higher rates could put a lot of pressure on market multiples.   

Beware.   

It’s time to put on hedges. 

The Active Alts SentimenTrader long / short strategy manages exposure based on dozens of proprietary risk indicators. To learn more about how to manage risk from here, book a call with Brad.


Brad Lamensdorf

Brad Lamensdorf, the founder and portfolio manager of Active Alts, is a principal and co-manager of the AdvisorShares Ranger Equity Bear ETF. He previously managed a long-short investment partnership from 1998-2005 under the name Tarpon Capital Management. Earlier in his career Mr. Lamensdorf was an equity trader/market strategist for the Bass Brothers’ trading arm. He managed a short only portfolio in addition to co-managing a $1bil hedging program. He also served as in-house market strategist for the entire internal and external network of Bass Brothers money managers.

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