Friday, September 05, 2008

Portfolio Performance : +25.36%

Actions: The USD/CHF had reversed course to trigger my stop loss, causing a dent in performance

Recommendation for the day : Sell AUD/USD

US Dollar barometer : +2

Bottomline : The US dollar strength is still in the market, but the weakness in equities might still linger, the bond market is having a great time, commodities still look weak to me. I think we can short gold on the rallies moving forward

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