Other Alpha Sources

  • The Squid goes long on copper and I must say that I agree with them. I think I would be able to build a strong case for a long copper position in the second half of 2011.
  • Simon Ward gives us some bad news on China in so far as goes his view that inflation is likely to stay higher for longer (a whiff of India here?) and thus how it is not yet all engines go in the great East. I would have mapped in a relative acceleration in H02-2011, but I might have been too optimistic here