Market Navigator: What's the best risk-reward set up right now?

Market Overview & Strategy - The market faces two-sided risks: weaker employment and persistent inflationary threats [1][2] - Equity Armor Investments suggests overweighting stocks and commodities, underweighting bonds due to anticipated higher inflation and economic expansion [3] - The firm considers using options to leverage market upside [4] Sector Focus: Technology - Technology sector is expected to lead in a lower interest rate environment, particularly AI-related companies [5][6] - Companies like Oracle and Palantir, which are building agents and enhancing corporate productivity, are highlighted [6] Investment Tactics - For names like Oracle or Palantir, the firm might buy 3 to 6-month dated call options, financed by selling downside puts to reduce costs [7] - The firm favors call options due to cheap VIX and low volatility, indicating a positive market sentiment [8]