By EconMatters
We include some of the most offensive valuations in this short Index, with a diversified sector weighting, and divergent catalysts that should reward the patient investor solid returns from the short side of the market over the next 6 months.
https://www.youtube.com/watch?v=RY1TjbJoJto
By EconMatters
By EconMatters
Right now BMW doesn`t have their act together, but if they start making an electric car that looks like the combustion engine 3 series, Tesla stock is a massive short, along with Saudi Arabia, E&P companies, Oil exporting countries, and the Oil commodity as well.
https://www.youtube.com/watch?v=LVNjyz9TwVk
By EconMatters
Bonds, Stocks, Credit and Risk are all mispriced right now in Fed and Central Bank enabled financial markets - you can just see the money managers begging for the Fed not to hike rates on their enabled asses. A 4.7% unemployment rate and the Fed still cannot hike rates - 8 years is a complete business cycle folks.
https://www.youtube.com/watch?v=KuoP6dJhqE4
By EconMatters
Central Banks need to normalize rates ASAP, get financial markets back to a normal rate structure, and incentivize healthy lending practices in the actual economy as opposed to incentivizing poor capital allocation strategies like negative yield chasing nonsense.
https://www.youtube.com/watch?v=SDoGkvPlbAs