Equity markets had an amazing rally last week supported by a temporary euphoria caused by a special time pressure window that runs from March 4th – 8th. So, that euphoria will be coming to an end this week!

In addition, a number of other time pressure points occurring through March 9th will be causing all kinds of unexpected behaviors in the markets. So, tread very carefully!

If you have not done so already, you may want to check out the updated performance of our portfolio here, as February was yet another good month in which we made a bit over 35% mainly due to our long position in Gold from January.