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  • Matt Callow's 2008 Investment Themes: So Far, So Good  [View article]
    Your themes 2, 3, and 4 are currency vehicles -- I find I would not be able to compete with professionals on FX dealings. Ditto for 8, which, I was told, was (when I tried to do, 2 or 3 months ago) open only to professionals. Thus, one is left with only themes 1, 5, 6, and 7 -- and your gain for the week would be rather modest: -1.18% + 7.9% - 2.53% = 4.19% or 1.4% on average for the 3 themes (excluding gold, since you took no position). Still, my congratulations.
    4
    Jan 06 21:12 pm |Rating: 0 0 |Link to Comment
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