Counter-Trend Moves In ISM Services
Great work as always! got a question. why do u guys short consumer stables and long consumer disc. ?
This isn’t necessary consistent with the broader thematic bets, just various factors netting out with a small positive weight coming from short-term trend protection.
Great work as always! got a question. why do u guys short consumer stables and long consumer disc. ?
This isn’t necessary consistent with the broader thematic bets, just various factors netting out with a small positive weight coming from short-term trend protection.