The Next Big Trade - Nick Halaris Explains Why He’s Still Bullish on the U.S. Housing Market
Real Vision: Finance & Investing
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Is This Trade Going to Continue to Work?
i think there are some macro scenarios where this trade doesn't work that well. My base case forecast right now is that the world evolves to a place where there is a recession. And chinais basically inducing its own recession right now. If you get a massive a deflation caused by the stock market going down 90 % or something, or china o crash ebos in her currency, that's a different environment. Buti i kind of don't think that's going to happen. I'm a little more optimistic.
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