Jan 22/15 – Sometimes you need to do the trade that scares you the most

There can be no denying that the worries about deflation have hit a feverish pitch over the past couple of weeks. Have a look at this article from CNN Money, reporting from Davos:

Prices are falling, that’s a good thing right? Wrong. Deflation is as scary as Darth Vader, at least according to SkyBridge Capital’s Anthony Scaramucci. The hedge fund manager…