LINK: Five Trades That Most Have Gotten Wrong
1) Short Trump
*** we have added to equity positions ***
2) Long Dollar
*** our USD exposure in Euro accounts is completely hedged ***
3) Short bonds
*** we did not flee bonds and have added to names we like on price weakness ***
4) Long Banks
*** we do not have any targeted exposure to bank stocks ***
5) Short Healthcare
*** we have held onto our healthcare positions and have added to our biotech holdings on dips ***