(Long- construction & autos, Short- Uranium) Tsunami trade?
What do you guys think?
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Short AIG. And Lehman too.
GM and MBIA while you're at it
I think the point that's being made to you, OP, is that you're a little late. That would have been a great trade minutes after the earthquake struck. But by now, the prices have already moved sufficiently that there's nothing more to be made - the information is already priced in. Every commodities trader in the world will have been selling off uranium after it became clear that there was a problem at the power station.
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