Inflating profits via disinflation Three of our short positions, the Swiss Franc, the Euro and Gold have been fantastic trades for our portfolio

Daniel Weston

Aimed Capital

Inflating profits via disinflation Three of our short positions, the Swiss Franc, the Euro and Gold have been fantastic trades for our portfolio. Each of the three have moved significantly lower to our advantage, driven by the disinflationary curse which is over Europe and the developed world at large. Our forecasts are pointing us to expect things to continue, it seems no amount of free and easy money is translating to data in our models show consumer price growth coming in to the economies of the developed (and ageing with low birthrate!) world. Historically, lower inflation allows for lower interest rates, both supposedly good for businesses. The conundrum that Central Banks now face is that interest rates are as low as they can really go, but inflation continues to slide too. Read more... (VIEW LINK)


Daniel Weston
Chief Investment Officer
Aimed Capital

Running the Aimed Global Alpha - Macro Hedge Fund. Aussie. Trader. Investor. Coder. Cricketer. Skier. Surfer. Flyer. www.aimedcapital.com

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