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Re: ask Dcifrths...well, anything...about finance/mkts/ports that is.
You could probably just think about it incrementally. You would need to produce an alpha that is greater than the interest rate for the borrowing to make sense. Basically if you understand futures faily well it is a much simpler thing to do. Margin requirements are not usually much more than 10% of the position so you'd have that 90% remaining to try an obtain your alpha.
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