Monday Macro – focus on safe havens plus weekly dashboard

As markets continue to wobble, what constitutes a safe haven in times of nervousness. Plus my dashboard signals some interesting changes

Let’s talk safe havens. Because I’m officially paid to be a bit contrarian and thus gloomy, I might be confused as a bit of a bear but overall I am in fact a fairly bullish sort and in my investing I’m probably a mixture of aggressive tech bull and cautious value bargain hunter. But the default position is usually risk on. That hasn’t been a bad tactic …