VGK
4 tracked calls · 1 long · 3 short · last 90d: 0L/2S
first called by Forward Guidance 4mo ago
SHORT1w ago
“I think if Europe starts a major trade war with China, Europe will lose. This is a sad reflection on Europe... simply putting up big tariffs isn't going to help them get there. It actually will postpo”TBPN
Europe is trapping itself in a trade war where 62.4% retaliatory tariffs and rising input costs will gut its remaining industrial competitiveness.
VGKSHORT@ $90.21
$91.97-1.95%
since call Jul 20
peak +1.1%
SHORT1mo ago
“The result is that European economic growth has become sclerotic... I said last week that I would not invest in Europe”The Real Eisman Playbook
Short Europe: the region is far too regulated and its economic growth has become sclerotic compared to the US, making it uninvestable.
VGKSHORT@ $85.46
$91.97-7.61%
since call Jun 26
LONG3mo ago
“That's not the story of France. That's not the story of Spain. … those countries are going to have to look at each other and say…”Forward Guidance · Jacob Shapiro
Europe is left for dead too often, France and Spain can use the crisis to stay relevant
VGKLONG@ $82.21
$91.97+11.87%
since call Apr 7
peak +11.9%
SHORTPOSITION4mo ago
“Europe is the most exposed and they have the least flexible central bank … I'm in short Japan, short South Korea, short Europe…”Forward Guidance · Quinn Thompson
Short Europe equities, most exposed to oil shock with the least flexible central bank
VGKSHORT@ $77.45
$91.97-18.74%
since call Mar 20