Bull against bear

Financial markets, macro economics, politics and everything else concerning the global markets. The writer is a long time investment banking operative in the nordic markets. The blog is usually updated once a week with specific trading advice. On a monthly basis, the goal is to provide a strategy update. In addition to that, there will be posts of more general content, housing bubbles, investment strategies and more.

April 23, 2013

Weekly update 4/23

The coming opportunity to once again sell the market at 1580-1610 is a gift. Holding long short positions in equities vs commodities has been profitable. Will look for shorts in fundamentally weak markets that has short squeezed lately, like spain and italy, together with shorts in commodities. Continously, on/off, after the market has corrected some, hedging is done with a strong market like the s&p.

No comments: