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:
Tags: $EWZ $EWG $SPY $VIX $VXX $SPX $ES_F