Hi Kevin,
Great piece, thanks for the insights. What are your thoughts on a short NDX/QQQ position (puts maybe?) as another liquid proxy to the inflation trade? If real rates head north, I could see these positions coming in as well?
Great piece, thanks for the insights. What are your thoughts on a short NDX/QQQ position (puts maybe?) as another liquid proxy to the inflation trade? If real rates head north, I could see these positions coming in as well?
Hi Kevin,
Great piece, thanks for the insights. What are your thoughts on a short NDX/QQQ position (puts maybe?) as another liquid proxy to the inflation trade? If real rates head north, I could see these positions coming in as well?
Hi Nick. I have a piece coming on this topic, but yes - inflation will be the death knell for large cap growth stocks.
IWM over QQQ will be a theme for years to come IMO.
Thanks for writing in,
Take care,
Kev