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Long Stocks, Long Dollar, Short Gold | Jason Shapiro
Forward Guidance
The Importance of Positioning
Short fixed income trade has actually worked like over the past, you know, correct. It was all a question of positioning. And that's what these things to me almost always are, right? Because now fixing some going right back to where it came from,. But because they were so long and people are like, Oh, well, you couldn't have known the banking crisis and all that. All you need that little trigger though, right? The Swiss Frank went up something like 20 points in two days; then once I got out of the thing, it went down again.
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