CLSA “Greed & Fear” analyst Christopher Wood is amused. The “chattering classes” that were generally warning of doom and gloom over a Trump presidency and now all on the same page relative to Trump’s benefits. But when the consensus turns decidedly in favor or against a market trend, is that really the signal to go in the opposite direction? In a December 12 piece the stock strategist opines about the Trump rally and updates his Asian portfolio exposure, which points to a favored Trump trade – one that is entirely outside the US. Stocks have been up since the…
Greed & Fear Is Greedy About A Trump Long / Short Play Outside The US
Mark Melin
Mark Melin is an alternative investment practitioner whose specialty is recognizing the impact of beta market environment on a technical trading strategy. A portfolio and industry consultant, wrote or edited three books including High Performance Managed Futures (Wiley 2010) and The Chicago Board of Trade’s Handbook of Futures and Options (McGraw-Hill 2008) and taught a course at Northwestern University's executive education program.