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Capitalizing on Shifting Global Trends

  • Tyler Marshall

Tyler Marshall

06 Jun 2025 • 12 min read
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Capitalizing on Shifting Global Trends
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No Bonds, No U.S. Stocks, and a Likely Rate Hike Tomorrow

No Bonds, No U.S. Stocks, and a Likely Rate Hike Tomorrow

The Asymmetric Edge strategy is up 25.9% year-to-date against 10.2% for an 80/20 portfolio, and it enters Fed week holding no bonds and no U.S. stocks. Inside: what oil above $100 and a hot producer-price print mean for my four positions, plus the four environments that decide which assets lead.
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At the end of July, cash nearly broke into the top four holdings on momentum. That would have moved 94% of the portfolio to the sidelines. Instead, the strategy stayed invested and gained 5.50%. This issue is about what almost happened.
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