$SPX - Jurrien believes we are in the late stages of a secular bull market that began in March 2009, suggesting continued upside potential for the S&P 500.
$USD - Jurrien expects the US dollar to remain strong against major currencies like the euro, yen, and yuan, despite potential scenarios that could weaken it.
$SMALLCAP - Jurrien notes that the market has recently broadened, with smaller cap stocks now participating in the rally after initially lagging behind megacaps, suggesting potential opportunities in small caps.
$GOLD - Jurrien views gold positively as part of a diversified portfolio strategy, considering it complementary to Bitcoin as a monetary hedge.
$BTC - Jurrien considers Bitcoin as a valuable component of a diversified portfolio, viewing it as complementary to gold in the role of a monetary hedge.
$TIPS - Jurrien suggests a broader approach to portfolio construction, implying that Treasury Inflation-Protected Securities (TIPS) could play a positive role in a diversified investment strategy.