Time to dip the toe in the market waters.

Why the market narrative may be already changing.

This is a quick update to let you know that I am adding today to my portfolio POTS.

My plan is to share more details over the weekend.

Why I am adding to the POTS now?

• Oil and commodity prices trend is changing, going down

• Inflation may be picking and we may see some signs on July 13th CPI reading

• Consensus is that inflation is peaking because global demand is going down (=recession is coming)

• Then, if so, the hawkish monetary policy from the FED may very likely become less aggressive sooner than later

• The bond market is pricing already lower interest rates which open the door to allocate more capital to higher risk assets like stocks and growth stocks

What can go wrong?

• Inflation does not slow down enough

• Recession comes and we enter in a stagflation scenario

• The market keeps going down for some more time

What am I doing?

I am adding today to the following positions to my 10X FREE CAPITAL POT:

• ETSY ($ETSY)

• SNAPCHAT ($SNAP)

• DIGITAL TURBINE ($APPS)

• ZILLOW ($ZG)

• PELOTON ($PTON)

• BLOCK ($SQ)

The reasoning is…