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

To: RonMerks who wrote (78739)	5/5/2008 7:33:13 PM
From: SouthFloridaGuy	Read Replies (1) \| Respond to of 116555

It's a pretty easy trade; long unlevered assets, short leveraged assets. Got Milk?

To: RonMerks who wrote (78739)	5/6/2008 5:07:45 AM
From: mishedlo	Read Replies (1) \| Respond to of 116555

globaleconomicanalysis.blogspot.com sitkapacific.com Those charts were as of March 31. At the end of April both strategies were up over 10% on the year. We were out of gold at 980 on the way up and back in a couple days ago. Still long energy. Long treasuries. 1/3 cash 1/3 long 1/3 short in Hedged Growth with expectations of market declines here. In other words staying Flexible. Which is what I said 6 weeks ago in... globaleconomicanalysis.blogspot.com BTW in the above link I said energy was out but when crude pulled back to 100 and stocks did not follow we played for a bounce in energy instead. We are happy with these returns with low volatility. If the stock market changes its mind so will we. Mish

To: RonMerks who wrote (78739)	5/6/2008 7:11:42 AM
From: westpacific	Respond to of 116555

Where to invest, Brazil up 50% just his year. Get it....... Strong emerging markets will demand a 50% premium to actual value. All that fleeing money has to go somewhere! West

To: RonMerks who wrote (78739)	5/6/2008 7:19:49 AM
From: westpacific	Respond to of 116555

Play the ETFs, great way to play an overall theme now and be diversified. China: CAF, FXI, HAO The three China ones I like......there are many ETFs are a just a great way to play emerging markets and so much more. Energy, Agriculture, Commodity, Gold, Emerging Markets, Currency - all potential US deflation hedges going forward. You can own a coal related ETF (KOL) and even a way now to buy China Renminbi! (CNY), or play the Master Limited Partnerships MLPs, energy with the (BSR) Not to mention ETFs can be shorted! (I am short the British Pound - FXB). So many ways to game it besides being long US equities...... West