Will write normal blog later but as I have changed "core-view" mainly on Equity....
Equity:
Long S&P (since 1380s)... 1450 target if we can take out 1400/05
Long EMG
Long Dax
FX:
Long US dollar vs Euro - Start of the cyclical change I have talked about all year?
Commodities:
Long Grains
Short Crude (through options + still not working)
FI:
Short bunds
Long Corp. Debt. inv. grade
Steen
2009: Calling the Bottom for the Economy
-
Note: CR is on vacation, and I will return on October 21st.
In early 2009, many analysts were predicting the 2nd Great Depression.
However I started seeing...
6 timer siden
0 kommentarer:
Send en kommentar