sw05052002

http://www.theoptimizedportfolio.com

7 Comments

    • ON: Tue Aug 19th 06:56 AM
      Commented on:
      Goodbye Mr. Stagflation, Hello Mr. Recession
      Investing in $? Doesn´t make any sense.
      What to do with the $? Easy decision, use it as cheap debt to leverage all kind of investments (bonds and stocks) abroad.....
      More details on my page.

      View article »
    • ON: Sun Jul 27th 02:28 AM
      Commented on:
      Prepare To Profit from the U.S. $1 Trillion Budget Deficit
      It doesn´t make sense to invest in US-$. But it makes a lot of sense to leverage investments in almost any part of the world with US-$ debt. Are the USA the next Japan (many years with ultra-low interest)? That´s very likely.
      Which currencies to buy (leveraged): China, €, Russia, Mexico .......
      View article »
    • ON: Sun Jul 27th 02:19 AM
      Commented on:
      Japanese Consumer Prices Rise More in June
      Japan is only of interest in case one likes volatility without additional return. Avoid. Even for leveraged bond investments other currencies (CHF) provide better return/risk profiles.
      View article »
    • ON: Mon Jun 30th 01:40 AM
      Commented on:
      Bond Expert: Friday Wrap
      Simple status:
      buy (almost all kind of) bonds.
      But don´t touch: US-$ bonds.
      theoptimizedportfolio....
      View article »
    • ON: Wed Jun 25th 13:03 PM
      Commented on:
      Strategies for Surviving Stagflation in the U.S. and Asia
      Only for investors in US-$:
      theoptimizedportfolio.... results into
      a highly leveraged purchase of short-term bonds in Chinese currency.
      View article »
    • ON: Sun Jun 22nd 06:53 AM
      Commented on:
      Wall Street Breakfast: Must-Know News
      Let leveraged global asset allocation work for you. It is independent, it is free. theoptimizedportfolio....
      View article »
    • ON: Fri Jun 20th 13:15 PM
      Commented on:
      The 1-and-15 Hedge Fund
      Forget all that fees. Check: theoptimizedportfolio....
      View article »
Loading...
Symbols:
Authors:
Quick Links:
Contribute an Article Become a Seeking Alpha Contributor

Transcripts

More Transcripts»