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Strategies & Market Trends : Mish's Global Economic Trend Analysis
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To: mishedlo who wrote (71684)11/26/2007 3:25:55 PM
From: Sea Otter  Read Replies (1) of 116555
 
Very informative posts over the last few days, Mish.

Difficult to distill this environment into investment tactics. Sure there are some obvious trends. But also too many cross-currents and unknown unknowns.

I guess I'll just continue to hold commodities (gold and oil), plus FXE and FXY, the Singaporean dollar, and a few other miscellaneous things, until there is some more clarity. Or until I grow broke ;}
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