I'm not a stock picker but I have a small bet/thesis around "remote work is the future" 1/ what should I add/subtract? 2/ wtf is going on with Upwork?pic.twitter.com/lgNwutfH5j
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Yea, I mean I think you're 100% correct on this. Wouldn't swap the equity for a jug of grapefruit water, but bonds on this are a unique opportunity.
(I'm explicitly not recommending anyone do this b/c I can't even tell you what app to use to do it
)
So you’re basically betting on the Japanese system flush with liquidity to come to rescue in case of default (refinance/restructure) also during recessionary periods, the Yen would’ve a lot of buying which could also help. Depends on how real the assets are ultimately.
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