My observation is that equities would love to see a bond rally and lower oil...
If my labour over capital thesis is correct - equities will do badly as well - so why not just short equities, and ignore the oil and bond trade? Given the way governments write cheques these days, its hard to get too bearish oil TBH...
My observation is that equities would love to see a bond rally and lower oil...
If my labour over capital thesis is correct - equities will do badly as well - so why not just short equities, and ignore the oil and bond trade? Given the way governments write cheques these days, its hard to get too bearish oil TBH...
My observation is that equities would love to see a bond rally and lower oil...
If my labour over capital thesis is correct - equities will do badly as well - so why not just short equities, and ignore the oil and bond trade? Given the way governments write cheques these days, its hard to get too bearish oil TBH...