A very good article from ZH about some of the emerging populist macro trends and building trading strategies around them. http://www.zerohedge.com/sites/default/files/images/user5/imageroot/2016/07/03/3 trades.jpg Summary table worth a look :- Of note for PM stackers. Two strategies include Long Gold and the third is Long Commodities.
Here's a link to the original article: http://www.zerohedge.com/news/2016-07-15/war-inequality-coming-stock-market-three-ways-how-trade-it Seriously though what does a bear flattener, bull flattener and bear steepener even look like ? Can someone give examples ?
I wonder why Long Banks for Helicopter drop? How would the banks make money if everyone is paying down their loans instead of taking new ones? Are they assuming helicopter money = an increase in inflation = increased interest rates = increased bank profits?
Reduction of non performing loans? That is assuming people use handouts to pay down debt. Generally speaking, flushing the economy with cash picks up money velocity and number of transactions (in theory) so economic activity. Reduces systemic risk but increases inflation. Banks don't care about inflation they just skim economic activity.
Funny how short gold / commodities doesn't appear in any theme. <EDIT> after a Very Looooooooooooong period of Thinking! Could it be that they sell gold themselves and don't want too much competition?
Banks reserve EEEEERRRRR! MAKE their profit by intrest rate differences. It's not the flying altitude of the Helicopter, but the altitude difference with the previous flight.