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Armington Capital, LLC November 2024 Market Commentary
Managed Futures Armington Capital Trading Program Views: 1

Armington Capital, LLC November 2024 Market Commentary

November was all about the election. Unfortunately, I was on the wrong side of it, but the good news is that it could have been much, much worse.

I had a contrarian thesis about the election. First, I thought that Trump would be bearish for the dollar. Of course, that is pretty much the opposite of what everyone else thinks. My position is that Trump/Vance/Bessent will not tolerate the dollar at its current rich valuation. The dollar is overvalu


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