Long NOV Short MGM
Trade of the year.
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2 comments:
CP,
Do you see these trades as somehow thematically related or is this just a plain old "arb" opportunity of two unrelated entities who would be good longs/shorts, respectively, even without consideration or awareness of the other?
The latter.
With the caveat that I am actually kind of bearish on oil/the oil sector, because of the Greater Depression.
But if that's the case, how well is a casino going to do?
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