Now What?
We need to fight through the fog of geopolitical ambiguity and put some risk back on. Our weekly review of BUSHY™ and live Acorn trade ideas. 2026, Week 24.
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In case you missed it, the weekend flagship note covered the opportunity created by ‘Reverse De-Equitization’ in US equity markets. Check it out via the link below 👇:
Now What?
The 🐿️ has had one paw tied behind his back on the risk front since the start of a war that the markets - rightly or wrongly - appear to have moved on from. Or have they? The mood music from Switzerland over the weekend suggests that we just going to have to live with a high degree of Hormuz ambiguity for some time to come.
Does that make it the right time to add back risk to our portfolios? Frankly, does not feel great. We are far from having clarity, but it feels like time to (at least partially) get back on the horse. Some significant changes…