The Pain Trade
Plus: The Most Contrarian Trade; My favorite Housing Play; A "Boomer" Mining Stock
There is an endless debate whether “The Pain Trade is UP!” or whether “The Pain Trade is DOWN!”.
In reality, anyone who managed a Long / Short Portfolio knows that the REAL Pain Trade is when your Longs go down & your Shorts go up!
The Long GOOG / Short NVDA pair trade is a good example: it’s up +30% just in November, catching many funds offside…
…which got me thinking:
What other “Pain Trades” are out there?
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