Loading ...You’ve been posting a lot of SM negative articles lately and making some short term long volatility bets that would mean you expect a pretty good market correction.
Besides the obvious, i.e. the SM being the most overvalued it’s ever been – even including 2000-01′, what makes you think it’s coming now? The action in bonds? Gold or other commodities? USD?
I’m not making an argument against. I’m just trying to understand why now and the nature of your short term, bets other than low cash risk.