Re: Trade ideas...lets see what we can come up with
one quick clarifying thought:
if you have any questions please ask!! the only way to learn is try to poke holes in ones own theories. similarly, what would cause all these trades to be wrong? what should i look for to adjust my theories?
another thing i want to clarify is that "slowing growth" isn't a near term thing. as real rates come up, investment will slow and growth will start to come down but there's always a lag. risky asset prices, on the other hand, will adjust immediately in the expectation of slower growth in the future.
Barron
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