The Trump China Card
While the consensus of the clients I have talked to over the last week is still to position for the upside of Trumapanomics, there is a...
Trumpanomics Part IV: The Impossible Path To 25 MM Jobs
One of the main goal of Trumpanomics is to create 25 million new jobs over the next ten years. Seemed like a big number too me at first,...
(Close) Macro Theme Japan: Trade 1 Restrike and Buy 6-month 17000/19000 Call Spr
I recommended opening this trade as restriking of an earlier trade in sept 8, 2016. Then I recommend buying the 17000/19000 call spread...
Trumpanomics Part III: Investment Strategy
Here is what i have been talking to clients about since the Trump win. Click here for the piece
(Close) Macro Theme Brazil: Trade Idea 2 November 8, 2016, Buy Puts on Bovespa
I recommend buying a 5% OTM 6-month put (61000 strike) on Bovespa at 64,000, and the BRL at 3.22. The cost was 3%. I recommend take this...
