Stockchase Opinions

Larry Berman CFA, CMT, CTAGlobal X All-In-One Commodity Producers--ETF CMCC.TOCOMMENTAug 17, 2026

Sell tech and buy this if there's a market downturn or inflation spike

It's yield enhancement from the covered call, but holds a basket of equity risk.  Are we talking a wide downturn where all stocks go down, or a stock rotation? Is not sure CMCC is the right vehicle in a wide downturn, and maybe it works in a rotation. He doesn't know which scenario we're headed to.

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