if I knew it was this funny.....
some guy "there is a divergence between the commodity prices and the EEM".... that has to come back into equilibrium....so we are long commodities!!! because the EEM is still holding on technically"...
I laughed for like 10 minutes....
even as a pairs trade.... you go long the leader and short the laggard... but I guess his thesis is "It's too late so we will do the opposite!
Thursday, July 9, 2009
Fastmoney
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