Comments
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DRFull respect to Joe, and agree that (everthing) SA continues bearish (SA is a terrible story), but to short this against the weak dollar is a missed opportunity IMO as USD also has among the most negative outlooks of any FX too. Pick any number of stronger currencies for the long side of this trade, some of which in EM pay many times more yield than the weak dollar and currently have better techs & fundies. Good luck.
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SSDoes this mean he thinks gold is going down?
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MSOn short term, with USD pulling pack and Gold is roaring. To me most likely ZAR might pulls back to lower end of the descending wedge around 13 level.
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SCIs this Mr. Merl's debut as an interviewer? Liked how he did not warn us about this being a trade idea, and not investment advice. That just makes the videos needlessly longer.
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mhSouth Africa has high beta to emerging markets
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KCGood Job Jake.
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KGAlternate view, techs, been trading below its uptrend line and series of lower highs and lower lows since the peak....risk on being bearish is fundamental and sentiment overlay priced in, inflation and growth concerns maybe one of the better em yield plays given real yield pick up....
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DFPretty expensive trade as far as financing costs are concerned
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JPJake, that’s way too „informal” for TV standards.