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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory
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To: alburk who wrote (52864)2/6/2006 7:09:01 PM
From: russwinter  Read Replies (3) of 110194
 
Fair question, but that's an added level of sophistication, and I might add expense, as some broker or mutual fund is going to nickel and dime you on spreads, currency conversions, and prices.

The first and primary order of business in my book for just about everybody is credit risk, and leaving trillions in banks and money markets paying low yields, and often of questionable virtue. The second order of business is currency risk. About the only way I can see to cover this is the futures or gold market, which for me is the clean way to do it. It's a difficult market to trade so should really only be used as a hedge. I use COTs for my exposure calls. Only the JY looks bullish to the USD right at the moment. Right now I think commodity currencies like the Cdn, gold, and Aussie may be vulnerable, I'm passing, but make your own call, I could certainly be wrong.
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