Thursday, October 02, 2008

Portfolio Performance : +57.80%

US Dollar Barometer stands at +4

Trade Recommendation : Long USD/CHF

Bottomline : US Dollar strength is apparent in the markets. Did some shorts on Gold, which helped the portfolio. Commodities are still negative. Bonds are still to tire, while the market still thinks the Fed is going to cut interest rates soon. Equity Market are in a mixed, but overall more bullish than usual

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