Riding the NAFTA Flows

2018년 8월 31일

=> The recent chest beating from the US forcing Mexico into a "new" NAFTA caused some temporary optimism. However, we see nothing new and mostly the lack of options within EM has been priced in with regards to risks and mid term investment narratives.
=> Combined with our broad view of EM weakness across the board we see capital flight to safety as a sensible and necessary play here.
=> GL

2018년 9월 25일

노트

Stops held here and FED hikes around the corner... expecting bulls to show up any 'minute'

2018년 11월 20일

거래청산: 타겟 닿음

Well done all.. clean and simple ride