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#1 2cents

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Posted 13 April 2007 - 09:35 AM

The test of the Mar high on pathetic volume and the resilient gold and oil sector are trying to tell us something. That something is that there is going to be a run on the dollar. Foreign investors will jump ship if the dollar breaks down through 80 and it seems inevitable at this point.
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#2 beta

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Posted 13 April 2007 - 11:13 AM

Excellent strategy IMO. Same position here. The real carrytrade is, and remains, short USD-assets and long gold.
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#3 Jinsong Liu

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Posted 13 April 2007 - 03:32 PM

I am with you. 90% of my holdings are SDS and SH now