Or: Why I'm 125% Net Long and Sleeping Fine
If globalization is dying doesn't that mean dollar weakening?
is Europe really a museum economy?
they seem to have a few decent industrial cyclical-co type companies that have done well this year, not to mention defense
(i refuse to call cyclicals sh**cos in an environment like this)
If globalization is dying doesn't that mean dollar weakening?
is Europe really a museum economy?
they seem to have a few decent industrial cyclical-co type companies that have done well this year, not to mention defense
(i refuse to call cyclicals sh**cos in an environment like this)