Jobless Claims Plummet: Throwback to 1969
Real Vision: Finance & Investing
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Do We Move to Defensive and Buy Oil Dips in Economy?
Do we move to defensive and buy oil dips in economy? Yes, absolutely. That's exactly what we've been doing at the margin. Oin terms of the specific exposures we allicated to in our forty two macropopulo construction that tat is exactly what we're doing. And so you not make this comment in the tony grer interview that that just realeased tha t day onro vision, which is, you want to start to get defensive. You want to start the high grade your exposures. In the ix income market, that means moving away from aual credit to something i investbet grey credit, up the curve. And in the treasury debt,
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