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Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum

GLD 368.29

+0.6%

Nov 7 4:00 PM EST

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To: TobagoJack who wrote (57940)	12/25/2009 6:34:02 AM
From: elmatador	Read Replies (1) of 217575

Our top 10 trades are: (1) long EM equities; (2) short USD versus EM FX; (3) short USD versus EUR and JPY in 1H; (4) short US agencies and MBS outright; (5) long US HY outright; (6) overweight US HG and EM external debt versus USTs; (7) long EM corporate credit; (8) overweight cyclicals within equities; (9) long lower-tier II bank bonds outright and versus government debt; (10) long AAA CMBS/RMBS and A-rated CLOs. Source: JPM JPMorgan: Short The Dollar, Buy AAA CMBS, And Go Long Emerging Market Credit In 2010 businessinsider.com

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