MBCC TH 9th March'23 - "What is the ONE trade here that can make you 20% in Q1? It is all about quarter end flows and cross asset discrepancies!"
What is the 1 idea today that can make you 20% in 1 month? Well read more below…
We outline a new idea in our cross asset portfolio, as after looking at Equities/Bonds/Commodities/FX/Credit….this ETF stands out as mispriced to play a macro theme…there is a lagged effect….and we are jumping on it!
Sign up to read more as we talk about Oil and Gas and Mining Equities are falling…..to the detriment of most who are long and waiting for “China bounce”…
We discuss Gold, Silver, Bitcoin in our earlier notes from this week, what is the trade and when to get involved?
