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Strategies & Market Trends : Mish's Global Economic Trend Analysis -- Ignore unavailable to you. Want to Upgrade?

To: David Semoreson who wrote (1670)	3/10/2004 10:57:14 AM
From: reaper	Read Replies (1) \| Respond to of 116555

<<wouldn't it be better to be out of the US$ and into canadian, australian, new zealand? others? >> well, gold and energy are my US dollar hedges. so yeah, i could go and have my treasury position denominated in Fx as well, but for the sake of balance (and acknowledging that i of course can be wrong about the dollar's future direction) i'll stick to US treasuries. remember, my main objective is to survive, not thrive, over the next few years. the thing one must remember about bear markets is that they tend to eat the bears too. Cheers