We have recently witnessed or are about to witness the implosion of a series of crowded trades namely long bitcoin, long Index ETF's and short volatility. The most important crowded trade of all is the dollar carry trade and this has been in vogue since the early 1980's. However the dollar appears to have broken out of its long term down trend line in the last 8 years post the great recession of 2008 though reluctantly so. When the real up move in the dollar occurs which is imminent look for massive carry trade liquidation and a rout in risky assets such as stocks, commodities and emerging market currencies:
Cisco Live 2025 Touts Cisco’s Platform Advantages For Enterprise AI
-
The event showcased more product announcements than ever, along with
Cisco’s newfound speed in innovating for infrastructure, the modern
workplace and digi...
15 minutes ago