I would say hes going maximizing going short on FANG and long gold based on:
- QE is coming to an end and interest rates will be raised in Europe for first time since 2008
- Fed has raised interest rates twice so far this year with more coming
- Gold manipulation keeping price down will force a swing upward to $1500-$1600 to bull mode
- Sell off of Italian banks for $19 Bill Sunday is inflating markets
I'm long on that gold and silver also ๐๐ผ