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A “Win-Either-Way” Trade On China’s New Stimulus Package
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With data on the economy mixed – IPOs are down but private equity is ramping up; new housing starts are down but home sales are up; oil is down (during a hurricane cycle no less) but China is launching more stimulus to boost its economy – arguments can be made for bigger moves all around.
And I have a trade that will profit off these moves, whichever way they go.
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