The Epic American Credit and Bond Bubble Laboratory Message Board

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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory

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To: NOW who wrote (99770)	11/21/2008 2:11:12 AM
From: Haim R. Branisteanu	3 Recommendations Read Replies (1) of 110194

To ALL; Mish was very right!! Based on recent market actions I arrive to the conclusion that most US Dollar repatriation run it’s course as is most forced deleveraging. Therefore I am going to close the positions where I was long USD and short other assets. Therefore I am long AUD, EUR and looking for going long BRL . Grains will start also moving up within next month, after the results of the Southern Hemisphere crop reports. Buying Sugar and selling storage spreads, also looks very interesting. The markets are in a process of finding a floor so I do expect erratic action for the next month or so. By year end a clearer trend will develop. Stocks in basic energy and minerals seem badly beaten down and can be purchased at very attractive prices The US is in much more trouble that the market is willing to accept – most market participants do not know how to evaluate US debt and risk exposure v. GDP Best of Luck BWDIK Haim

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