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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory
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To: jimmg who wrote (76097)12/19/2006 1:38:54 PM
From: GST  Read Replies (1) of 110194
 
<make a move when I think the risk/reward setup is optimal>

In terms of timing, I see your point. A skirmish with the Thai Baht is no reason to hide under your bed. It is more like the sound of distant gunfire -- a sign that things are not as peaceful as one might hope on the currency front. How fast the situation deteriorates requires a much more fine grained analysis. On the other hand, for those not inclined to wait till the last minute, this might be a time to be underweight in all things tied to the fate of the dollar. Even as I write these words it cannot escape notice how large the shadow of dollar weakness has become. For many the dollar is everything -- there are few ways to escape.
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