I'm rather bullish on the market long term but I semi think things are a little 'springy' and hot for my liking right now so I just swapped a ton of equity stuff in my portfolio out for MLPs and BDCs and other equity products and funds with downside protection (income producing or just weird structured products and quant fund shit). Anyone else doing any portfolio maneuvering or 'SECTOR ROTATION' right now?
Fed cools off stimulus + rates eventually going up = BDCs get windfall
MLPs already ran pretty hard but I really dont have any fear of anti-fracking regulation stopping them -- the economic boom and "US #1 Energy producer' are way too sexy in my thoughts but obv the anti fracking laws are still adding some fear to the MLPs
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