Will write normal blog later but as I have changed "core-view" mainly on Equity....
Long S&P (since 1380s)... 1450 target if we can take out 1400/05
Long US dollar vs Euro - Start of the cyclical change I have talked about all year?
Short Crude (through options + still not working)
Long Corp. Debt. inv. grade
Here It Is...Team Macro Man's 2018 Top Trades - Here it is folks, the 1st annual Team Macro Man Top Trade Ideas for 2018. I love the diversity in the ideas here. Nobody jumped on the short 10y UST ban...
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