Housing rebounds - time to call off the recession? Guest: Warren Pies
Macro Mondays
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How to Profit on the Fragility of the Eurozone
Europe has been a consensus story. Partially is still, and we are on the opposite side of that definitely. So well first you can try to profit on the fragility within Europe and you can do that by playing equities short. You can do that with the decks seems rather obvious since German manufacturing is suffering as much as it is. The demand side just seems to be going from bad to worse as we have a step along. We will see increasing credit risks, credit spreads starting to whitening. I think that's another area to look at that you could put your chips into.
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