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Long Stocks, Long Dollar, Short Gold | Jason Shapiro
Forward Guidance
The Bearish News Item and the Stock Market Failure
A bearish news item that fails to sink the stock markets, that's a failure for the bears. And the same way a great news item and the stock market goes down, that'sa failure for the bull. So yeah, Jason, what do you think now? I mean, what would have to happen for you to turn bearish and also or even neutral? Also, why is everyone so long, the NASDAQ, but then short the SMB 500? That seems like a, you know, a basis trade is not that big. But if you look at the correlations, they're pretty similar,. The correlation is similar to return.
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