2 replies to this topic

[donmat]

Will get a buy on TLT if it closes next week slightly higher.
http://www1.eboard.c...1518725/TLT.png

The same for the Euro. I've been watching the new options traded on the PHLX. Thin volume so far but good spreads and they appear to make decent moves. Anyone with comments on the Euro for the next few weeks?
http://www1.eboard.c...1518726/FXE.png

Natural resource stocks look like they have higher to go.
http://www1.eboard.c...1518727/XAU.png
http://www1.eboard.c...1518728/OIH.png

As a small hedge I got puts on these.
http://www1.eboard.c...1518723/BBH.png

[mdwllc]

Triad: [1] Interest rates will rise with the top coming [or low depending what you're trading in] on either 2/26 or 3/15 [2] Euro will turn higher on either one of those two dates listed in [1] above [3] In full disclosure, I went short the PM's yesterday by investing 25% in SPPSX. I may be early as I have the turn date around 2/15. I have concluded that the PM's big move will not come until later this year. MDW

[dasein]

I see Euro weakening against dollar yen and CHF in the coming months, and expect the dollar to show relative strength, possibly thru may. But this could change, as I cant forecast very far out - your comments are helpful, and I will be defensive. thx, klh