DislikedAt this point, I feel like we're (those of us trend-following) are trading the big USD trend right now. Long USD, short commodities.... Least that's how I'm positioned. I'm not getting much diversification through products. My book is just one giant position on this one theme. Anyone else feel the same?Ignored
When you have a strong dollar there is tendency for commodities to slide and one of the reason is because commodities are more expensive to purchase with a stronger dollar.
We never know how long this trend will persist but we can manage our downside.
Fartist
Whether you can or you can't, you are both right.