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  • Three Areas of Opportunity for the Bold [View article]
    Real estate in gold terms (the only terms that matter) is still quite expensive. I wouldn't bother.

    As for the yen/dollar cross, I wouldn't touch it on either side; what is this, the race to the bottom trade? Dollars most certainly are NOT cheap. There is tremendous printing on both sides and no yield whatsoever. Both have done well lately on deleveraging and the unwinding of carry trades. In other words, they are both acting contrary to the fundamentals. The dollar is the absolute last place I would want to be right now. In order, I prefer gold, silver, senior bank debt, and CHF. All are vastly better than being long USD/JPY.
    Oct 30 01:15 am |Rating: 0 0
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