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Fade The Neon Swans?
There's "neon swan" potential lurking in America's debt ceiling crisis.
Notwithstanding one former
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Not systematically tracking it, but seeing weakness in industries with high federal government revenue mix – defense, life science, etc. I’d imagine that will provide a trade when the debt ceiling is resolved.
We’ve discussed the merits of mega-tech in a debt ceiling crisis. Another trade?
Long-duration, large-cap as well.
I’ve heard Judy Collins sing this here in KC, twice.
” … Send in the clowns
Don’t bother they’re here …”