EL-GRECO

Sell the U.S. Market Before October

I fail to understand how a US market wide sell off can occur without affecting the commodity ETF's. We know from the last few sell-offs recently that everything goes down when hedge funds are selling. It is also still a matter of debate as to whether Asia can stand up alone without western demand for its goods; in the event of a recession or stagflation is the USA, are the goods being produced in Asia going to be fully abosrbed locally? It hasnt happened yet; it could of course, but anyone who is advocating hold Asia, sell US, hasn't seen what happens to HK stocks like ACH and YZC, to name but two commodity plays, when the Dow sells off. I agree that currencies is a good way to play the scenario you predict.