$COMMODITIES - Commodities are viewed as a macro asset class and an inflation risk premium asset, making them attractive in the current economic environment.
$HIGHBETA - High beta assets linked to nominal growth are recommended in an environment where the US is likely to run the economy hot.
$EM - Emerging markets, particularly Eastern European equities, have shown strong performance and are considered attractive investments.
$EUBANKS - European banks, especially in Italy, have undergone significant consolidation and improved productivity, making them attractive investments.
$CRYPTO - The crypto market, particularly Bitcoin, is seen as interesting due to low volatility and potential for strong returns in the current environment.
Bearish:
$USBONDS - Longer-dated US bonds are viewed negatively in the current economic environment, which favors nominal growth assets over paper assets.