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
This is the End and a New Beginning
-
I've been thinking about this for some time.
After 21 years of writing this blog almost daily, I've decided to stop
writing the daily updates on the blog.
...
1 uge siden
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