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Provide an equity trade idea in hedge fund

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Please provide an equity trade idea in hedge fund. Explain how to trade and why. For example: long CLF and short MT. They both are steel producers but CLF is the largest steel producer in North American and MT just sold off its steel production business in the US to CLF a year ago. with the infrastructure bill, I think CLF will do well while MT will lag behind.

Reference no: EM132951306

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