What's the trade for.... The West basically going nowhere, stuck in woke ideologies and green agendas, while Emerging Markets take the baton of capitalism and global trade and continue growing and trading amongst themselves?
He wrote on a Shrubstack post that pointed out that going long one of the most woke and green countries of them all and short one of the Top 3 not-woke authoritarian countries in the world delivered insane results this year. I mean, I get being long coal companies and can absolutely see that working out for you over the next 10 or however many years, but trying to prove political points with all of your investing decisions doesn't seem like a very fruitful strategy to me, and it is most definitely not Shrubs style.
I guess the ideology was not the point (maybe I shouldn't have said it), but I think the West on a real basis goes nowhere at best in terms of economic growth. Whereas Emerging Markets are increasing trade amongst themselves and growing robustly - this should translate to a performance spread which is tradeable.
What's the trade for.... The West basically going nowhere, stuck in woke ideologies and green agendas, while Emerging Markets take the baton of capitalism and global trade and continue growing and trading amongst themselves?
The trade is for making money and not losing money
What you said !
He wrote on a Shrubstack post that pointed out that going long one of the most woke and green countries of them all and short one of the Top 3 not-woke authoritarian countries in the world delivered insane results this year. I mean, I get being long coal companies and can absolutely see that working out for you over the next 10 or however many years, but trying to prove political points with all of your investing decisions doesn't seem like a very fruitful strategy to me, and it is most definitely not Shrubs style.
I guess the ideology was not the point (maybe I shouldn't have said it), but I think the West on a real basis goes nowhere at best in terms of economic growth. Whereas Emerging Markets are increasing trade amongst themselves and growing robustly - this should translate to a performance spread which is tradeable.
The inverse nat gas is wild
Ponzi Monkeys in a Fallen World!