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Dario Perkins: Watch Out for Another 20% Drop in Equities
The Macro Trading Floor
The Trade Idea Put Forward by Vidario Perkins and Alphonso
Vidario perkins and alphonso suggested to be short us. Equities. And very straightforward actually, with a short position on the sp 500, wil lay a tarket of 32 hundred on the index level. We are roughly at 30 820 as we, as we speak to day on the nineteenth of may. The time horizon is around three to six months. So this is based on a story of demand destruction happening right as we record and speak.
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