JP MORGAN STRATEGY UPDATE

JP Morgan strategists are still playing the recovery trade.  They made a great call a few weeks back hedging their equity downside risk with an oil short.  I don’t necessarily agree with all of their moves, but it’s nice to see a fully diversified strategy on Wall Street:

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Cullen Roche

Mr. Roche is the Founder and Chief Investment Officer of Discipline Funds. Discipline Funds is a low fee financial advisory firm with a focus on helping people be more disciplined with their finances. He is also the author of Pragmatic Capitalism: What Every Investor Needs to Understand About Money and Finance, Understanding the Modern Monetary System and Understanding Modern Portfolio Construction.

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