“We Expect A Sizeable Sell-Off” – One Hedge Fund’s Four Mega-Bearish Trades

by Tyler Durden
ZeroHedge.com
05/03/2016

From our friends at Fasanara Capital we get their latest contrarian – and very bearish – Investment Outlook, which can be summarized as follows: “Reflation Phase To Be Temporary, More Downside Ahead”, and which also contains four key conviction trade ideas over the next 12 months. “The narrative of reflation is today dominant and can continue to propel markets for a while longer. But as we know the narrative changes fast, and when it does we can expect a quick re-pricing. As we re-assess the validity of the underlying risks, we expect a shift in narrative in the few months ahead and a sizeable sell-off.”

The Rest…HERE

This entry was posted on Tuesday, May 3rd, 2016 at 12:45 pm and is filed under Conspiracy, Corruption, Economics, Government Evil, New World Order. You can follow any responses to this entry through the RSS 2.0 feed.