5 Comments
 

Random ideas off the top of my head for Brexit that may be wrong: smth like Next vs Asos with the latter deriving more revenues from EU sales, short any agriculture with EU exposure cus CAP, long inflation-linked fixed income cus BoE will have no balls to raise rates even if there's inflation, long utilities cus inflation, short national grid vs smth cus might be left out of the european energy market.

That said, I don't think Brexit will happen.

 

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