I ended up cutting out AGQ and EUO. I left YCS on because the Yen seems to be over bought and the Japanese want their currency to weaken. Stocks held up well despite issues in Iran and a continued mess in Europe. I am not sure where we go from here the small speculators are heavily short the Euro so that is a crowded trade. Gold looks good but Silver seems a little weak.
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesJune 2012 Categories |
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