Tommy Shelby analyzes a potential
Tommy Shelby analyzes a potential "pair trade," favoring PepsiCo (PEP) over Coca-Cola (KO) based on historical relative performance, betting on a short-term mean reversion.

The Odds Are Never In Your Favor Unless...

Right listen up. There's whispers on the street – numbers charts the usual bollocks. Carter's Worthcharting they call it. Says Pepsi's down on its luck compared to Coke. Now I've learned a thing or two about underdogs in my time. And when the world bets against you that's when you strike. 'Everyone's a whore Grace. We just sell different parts of ourselves.' And right now the market's selling Coke cheap while Pepsi's sat in the corner looking sorry for itself. Time to change that.

Ten Years Gone: A Pint More Bitter Than Usual?

Ten years they're showing me. Ten years of Pepsi lagging behind. The 150 day moving average is lower than a Polly's skirt on a Saturday night. But here's the thing it's all about the rise and fall innit? Even a broken clock is right twice a day. I'm betting on a countertrend. A little rebellion against the status quo. Because sometimes the best way to get ahead is to 'watch them carefully see what they’re planning and then do the opposite.'

Twenty Years in the Trenches: The Game Never Changes

Double the time double the trouble. Twenty years and the same story. Pepsi playing second fiddle. But history's just a story isn't it? And stories can be rewritten. We're not talking about digging trenches here we're talking about flipping the script. Making a move when everyone else is too blind to see the opportunity. It's all about timing. Like Aberama Gold said: “When you plan something well enough there's no need to rush.”

Forty Years of Fizz: A Gamble Worth Taking?

Forty years? That's longer than I've been causing trouble. But the principle remains. Even with four decades of data these numbers are just ghosts echoes. They don't tell you what *will* happen just what *has* happened. And I'm not one for living in the past. 'Lies travel faster than the truth.' And the truth is this could be a bloody good gamble. A short term flutter. Buy Pepsi sell Coke. Simple innit?

No Blinders On: Disclaimers and Denials

Now before you go throwing your shillings at this they've got to cover their arses. All this talk is just their opinions not gospel. And it ain't advice apparently. So take it with a pinch of salt like you would with Arthur's 'wisdom'. Do your own homework or better yet come and see me. We'll talk business over a bottle of Irish whiskey and decide how to play the game. 'Whiskey's good proofing water. Tells you who's real and who isn't.'

By Order of the Shelby Company Ltd: Place Your Bets

So there you have it. My take on the Pepsi vs. Coke showdown. It's a gamble like everything else in this life. But sometimes you have to take a chance. 'Intelligence is a very valuable thing innit my friend? And usually it comes far too f*cking late.' Don't say I didn't warn you. Now if you'll excuse me I have a business to run and a world to conquer. By order of the Peaky Blinders.


Comments

  • No comments yet. Become a member to post your comments.