First a big Thank you! to Mr.Kuroda because he has really cheered-up my short-Yen positions.
I have been away from markets, and will not be back for a few more days, but the beer fund has just improved due to long awaited positive action from Japan. I am hoping that Korea will fizzle-out soon, but it may be that the ultimate debt-reduction tool is being primed for use...
Stocks are still out into cash, and I removed profits recently. I am expecting a retracement in house builders which have run up strongly over the past 6 months, a nice little earner. Also I am watching the mining and commodity sector which has been collapsing. Picking the right entry should yield 100% over a few months, although the silly season now begins and so we must be careful.
I have been away from markets, and will not be back for a few more days, but the beer fund has just improved due to long awaited positive action from Japan. I am hoping that Korea will fizzle-out soon, but it may be that the ultimate debt-reduction tool is being primed for use...
Stocks are still out into cash, and I removed profits recently. I am expecting a retracement in house builders which have run up strongly over the past 6 months, a nice little earner. Also I am watching the mining and commodity sector which has been collapsing. Picking the right entry should yield 100% over a few months, although the silly season now begins and so we must be careful.
Carbon-Dioxide: the gas of life!