FOX Business: Brazil Over Germany This Summer

July 12, 2014

I dropped by Fox Business on Friday to chat with Cheryl Casone about how to best approach the dog days of summer. Earlier last week I pointed to the breakout in Brazil vs Germany ETFs and believe this is one way to maintain an equities neutral position while still generating alpha. I like this trade specifically above 1.59 on the ratio (EWZ divided by EWG).

Here is the interview in full: