The Next Big Trade - Warren Pies on Why It's Good To Be Long Energy
Real Vision: Finance & Investing
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The Long Quality Pared With Long Energy
Long quality pared with long energy. Sounds like it should just double your your long exposure, but i expect these things to work as some kind of hedge ae going forward. Two lungs make her right? I couldn't resist. That'sthat logic, jack o, i think. So let's flesh this out a bit more. Why is you expect quality as a rigorously defined factor in a factor analysis framework? Why do you expect that to be the the risk adjusted long position you want to have?
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