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.
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.