2015 was a non-linear whippy year but I am proud to say that I got the thesis right in January. Despite the nonsensical short-squeezes,constant Federal Reserve/PPT intervention, overnight ramps & intraday prop jobs, I stuck to my guns and held my own to end the year with a profit!
Some important developments I have been noting & tracking all year include:
The BDI Crashing to Fresh All Time Lows
Deflation (US Dollars Outperforming US Equities)
Emerging Markets Getting Destroyed
Breadbox Rotation

Shorts
The Roadmap
Cheers to a profitable 2016!