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Strategies & Market Trends : John Pitera's Market Laboratory -- Ignore unavailable to you. Want to Upgrade?

To: The Ox who wrote (7599)	2/27/2007 5:31:52 PM
From: John Pitera	Read Replies (1) \| Respond to of 33421

I tend to end up getting involved in more complex asset allocation schemes, but net short US stocks. I was on the phone with a few asset managers today. I did suggest cutting back or hedging longer term secular themes that were the focus of their US equity asset allocation model. also suggesting to be long US Gov and Triple AAA debt and short lesser quality debt. And definitely have some JPY long exposure. also short the Eur against CHF and a few of the other higher yield commodity crosses against Eur. I was short the EUR/CHF (short euro against Swiss Franc today and I've been doing different things with the Yen) Chinese Equities have more downside. John