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Strategies & Market Trends : Value Investing

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To: John Pitera who wrote (57530)7/12/2016 7:19:27 PM
From: Graham Osborn   of 78719
 
Thanks John P, although from Jim Rogers' account the Swiss CB abuses their currency too - just less. I'm starting to realize that my secular bet against stocks suffered from a major weakness: those bets are placed in dollars and the buying power of the dollar is weakening rapidly. To fix this I am looking to take a long position in certain commodities to effectively neutalize the effect of the dollar on the portfolio - not as simple a task as it might seem.
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