How's that trade working out for ya?Originally Posted by Krypt
I haven't been here in a while, but I can only assume you idiots are burning money at unfathomable clips.
LONG BONDS, SHORT EQUITIES HAS BEEN MY PLAY THE PAST TWO WEEKS. It will continue to be my position for all of 2016.
Energy will be outperform every sector in 3-5 years. High yield credit spread is worrying however, as I believe it's over 8bp now. Bankrupticies/restructurings will continue to weigh on crude futures.
If you can read this graph, it's all you really need to know:
Reply With Quote