0 sats \ 1 reply \ @TomK OP 4 Feb \ parent \ on: Safe Haven: Europe loses to the USA econ
Remove the 5 good stocks from the Eurostoxx and You see the truth of a failing economy. Long Germany will kill You as these idiots not only shot themselves in the foot. they also stuck a screwdriver deeep in their ear
write
preview
0 sats \ 0 replies \ @justin_shocknet 4 Feb
Maybe that's the ideal pair trade, long Schneider, Seimens, Airbus... and short the broader Eurostoxx index
Fact remains that from an economic perspective, Europe is a vassal state to the US, and that puts a floor in relatively speaking. Who has more bad news to come that's not yet priced in is the ultimate question, and I think that gets answered this year.
reply