Idea for Macro:
- Oil is in a downtrend, at the resistance.
- Current price inflation and USD devaluation is an attempt to inflate it over the resistance. It will fail.
- When Oil reverses, USD will reverse.
- Talking heads talking about beginning tapering talks, talking about inflation, talking about deflationary shocks EOY or next year...
No, it is already here.
Deflationary shock comes first.
Taking the contrarian position:
- Short Credit
- Short Equities
- Short Gold
- Short Oil
- Short Housing
- Short Crypto
- Long Volatility
GLHF
- DPT
- Oil is in a downtrend, at the resistance.
- Current price inflation and USD devaluation is an attempt to inflate it over the resistance. It will fail.
- When Oil reverses, USD will reverse.
- Talking heads talking about beginning tapering talks, talking about inflation, talking about deflationary shocks EOY or next year...
No, it is already here.
Deflationary shock comes first.
Taking the contrarian position:
- Short Credit
- Short Equities
- Short Gold
- Short Oil
- Short Housing
- Short Crypto
- Long Volatility
GLHF
- DPT
