Gavekal Capital: The Company We Keep

Friday, October 18, 2013

The Company We Keep

Question
What are speculators long right now?

Answer
1) Stocks - from the E-mini S&P500, to the E-mini NASDAQ, to the E-mini Dow, to the E-mini Russell 2000

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Question
What are speculators short right now?

Answer
1) Equity Volatility (VIX)

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