Bullish:

• 🟢 $Small Caps - Tyler is highly optimistic about the performance of small caps in the upcoming period, citing various supportive economic conditions.
  • “Usually, this upcoming period is pretty good for risk.” - Tyler (0:00)
  • “I think we see some reverberation to the mean, but that doesn't mean that I think that trend is over.” - Tyler (0:00)
  • “I own the most alts altcoins I've owned in many months right now.” - Tyler (0:00)
  • “I think this is an extremely supportive time for the economy broadly.” - Tyler (0:00)
  • “I think this current period... is either akin to, like, September 21, maybe a q420 or maybe a q423.” - Tyler (0:00)
• 🟢 $Bonds - 🔒

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Bearish:

• 🔻 $Long-term Treasury Bonds (TLT) - 🔒

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