Currently the best outlook of the developed markets.
- As opposed to the DAX and US Equities, the former being an absolute dog, the later under a mass delusion price wise.
The DAX
E.g. If one must be long Equities, the proper spread would be LONG NIKKEI, CAC, SHORT Dow, DAX.
This spread has an annual 8%-10% advantage, including FX differentials, over any other G10 Equity Long!
- As opposed to the DAX and US Equities, the former being an absolute dog, the later under a mass delusion price wise.
The DAX
E.g. If one must be long Equities, the proper spread would be LONG NIKKEI, CAC, SHORT Dow, DAX.
This spread has an annual 8%-10% advantage, including FX differentials, over any other G10 Equity Long!
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Сделка закрыта: достигнута тейк-профит цена:
FLAT - for now; +3800 pts.
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Связанные идеи
... and foregoing the somewhat intricate math (which couldn't type in here)...
Asian Equities have a demonstrable 10%-12% Annual Return Advantage over the US!!
This does Not mean that Asian Equities are "guaranteed to go up" but rather that in any event, they are a better investment, for better or for worse, than their US counterparts - considering all available factors, including the FX differential.
E.g. Long Japan/S. Korea / Short US is the obvious, correct spread. (...because no one should trust those Commie Chinese bastards! - Right?!)