I’m busy these days…here’s my current outlook, and it’s time to execute. Get it ?
if(Recovery == Soon)
{
IntrestRates(Up); //Putting Pressure On Dollar
Commodities(Demand); //Putting Pressure On Dollar
Inflation(High); //Putting Pressure On Dollar, destroying purchasing power
USAStocks(10% + EPS(FX_Earnings_Gains));
}
elseif(Recovery != Soon)
{
PrintingPresses(On); //putting pressure on the dollar
USGovernmentDebt(SupplyPressure); //putting downward pressure on bond market, upside for rates, pressure on dollar.
USAStocks(Flatline); //making market neutral strategies name of the game
if(PressureOnDollar == High){Commodities(Up);}
}
else
{
EndOfKnownEconomics(DollarUp,StocksUp,MoneyStaysCheapForever,USAWinsAgain);
JeffLosesShirt(2009);
}
double RunInvestmentThesis(Dollar,Bonds,Commodities,Stocks)
{
//Notice this function, is written such that, the results work with or without a recovery…so they don’t even use the global variable inputs.
Profits = ShortCalls({116′320,118′000},5 Year Treasury Notes);
Profits = ShortPuts({$55,$60},Crude Oil Futures) + Profits;
Profits = ShortCalls({950,970},S&P Futures) + Profits:
do while(t <= infinite) {CaptureTheta(&Profits);}
return Profits;
}