Will the NASDAQ outperform the Russell?

Really quick post here.

I've been thinking about more trade ideas, and how to structure our view into an outright play on yields.

Rather than looking at bonds for this, I reckon we have a tad more 'safety' by looking to equities indices.

I briefly mentioned this idea in today's Morning Call video 👇

Watch the whole thing so you can see how our thoughts develop, and specifically note our order of priorities.

But the crux of the idea boils down to two US equities indices, and betting on one outperforming the other.

So the combination, or pairs trade, is to

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David Belle

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