Last year’s best-performing hedge fund (and one with a history of outperforming the S&P 500) has identified what it sees as the “trade of the century” – and has oriented three-quarters of its positioning around this trade idea. The trade in question is based on the fact that, while the consensus thinking is that a recession could hit in 2020 or 2021, this firm believes a recession is closer. For more on this trade, CLICK HERE.