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Strategies & Market Trends : The coming US dollar crisis
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To: gregor_us who wrote (13605)10/30/2008 9:09:17 AM
From: Wyätt Gwyön  Read Replies (1) of 71407
 
imo the current extreme volatility in currencies means one can have equity-like return expectations without even buying equities (just by owning currencies that have lost a huge amount, as long as they belong to reputable economies and not pseudo-economies like Iceland). although i am now 32% equities, another 63% of my PF is in gold, AUD, CAD, and BRL-denominated bonds. only 5% in USD. therefore i consider myself to be long 95% assets which can have equity-like returns.

NB. "equity-like returns" are not necessarily positive -gn-, though in this environment i'm willing to take the risk.

PS. Korean market last night had record rallies in both currency and stocks. keep an eye on EWY today.
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