Ideas - Short Nasdaq 100 Futures on US 10 Year Yield Decline
Listen now
Description
The decline in US 10 Year yield is a decent confirmation of our bearish US equities view so we are putting on an 84% Nasdaq 100 futures short in the Leveraged Aggressive Model Portfolio. If we are wrong, then Leveraged Aggressive will lose 69 basis points on a 104% gross short position. www.macroesg.com #macroesg #gregbeier @gregbeier #susarb --- Send in a voice message: https://anchor.fm/macro-esg/message
More Episodes
I had a chance conversation with a Ukrainian scientist today, with whom I shared my reasoning as to why the Ukrainian war is being fought and how it can be resolved. My views are unconventional and quite contrary to the prevailing winds, but as she liked them so much, and as they may be helpful...
Published 03/19/22
The Australian government initiated a strict two-week lockdown in Sydney this week and its news service laid bare the significant risks of the Delta Variant, implying a much higher risk than is being made clear by governments in Western Europe or the US. We believe the Australian report to be...
Published 06/30/21