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0 pointscoldtea3y ago0 comments

I think the freedom in the west is oversold, and lack of it in China is also oversold...

0 comments

Trade of this century: Short US ("Bottled Freedom-Lite"), Short China ("We Peg Our Markets To Bottled Freedom-Lite's")

The trick is to structure it to not be long the USD or CNH/CNY for any of the gains.

j / k navigate · click thread line to collapse

0 pointscoldtea3y ago0 comments

I think the freedom in the west is oversold, and lack of it in China is also oversold...

Trade of this century: Short US ("Bottled Freedom-Lite"), Short China ("We Peg Our Markets To Bottled Freedom-Lite's")

The trick is to structure it to not be long the USD or CNH/CNY for any of the gains.

j / k navigate · click thread line to collapse