$GLD - Gold positioned well as bonds fail as safe haven assets, with Fed doing QE and potential for significant upside despite dollar strength concerns.
$ENERGY - Energy equities and natural gas positioned to benefit from supply shock and geopolitical tensions affecting Strait of Hormuz.
$AGRI - Agricultural commodities set up for major bull market due to farmer bankruptcies, supply constraints, and potential fertilizer shortages from energy crisis.
$USD - Dollar expected to rally severely as US energy independence contrasts with European and Asian vulnerability to energy crisis.
Bearish:
$TLT - Bonds viewed as terrible investments due to deficit spending, inflation pressures, and transformation into risk assets rather than safe havens.
$EUR - Euro expected to weaken significantly as Europe faces energy crisis and recession risk while still pricing in rate hikes.
$IWM - Small caps getting crushed as Main Street bears brunt of energy inflation and economic headwinds.