“Here are my best trades”

via Eric Peters at Peters Capital Group:

“Here are my best trades, ordered from easiest to hardest,” said one of the top ranked macro CIOs, exchanging ideas. Draghi’s fairy dust had finally settled; he’d been pleasantly surprised, and killed it. “Buy European curve steepeners now, buy European risk assets, buy 5yr/5yr Spain versus short 20yr Germany,” he explained. “Maybe these trades last a few weeks, maybe longer, doesn’t matter – get this right, add some smart convexity, and you could make your year by the end of October.” 


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