So you now (above can forecast the ISM forward) 15 months, therefore you can forecast the markets forward.
It's called hedging. 1:1 means being flat the market, which is the same as selling the whole portfolio, but without the transaction and spread costs.
What's the problem with buying again the whole portfolio instead of closing the derivatives position?10101 said:
Same as selling the whole portfolio, except that you still own the crypto or stocks that you hedge.
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Then it would not be a 1:1 hedge10101 said:
Also if you hold quality stocks and short e.g. S&P500, you probably gain during the hedge.
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HODLburden said:
What should we be able to learn from this long discussion? Could someone perhaps briefly summarize this?
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