Will write normal blog later but as I have changed "core-view" mainly on Equity....
Long S&P (since 1380s)... 1450 target if we can take out 1400/05
Long US dollar vs Euro - Start of the cyclical change I have talked about all year?
Short Crude (through options + still not working)
Long Corp. Debt. inv. grade
Run for the hills! Its Record High Household Borrowing (again) - The Imaginary Debt Crisis Is Here to Stay Household borrowing has reached new records. Big deal. Personal income has grown much more. Bloomberg, August 1...
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