Commodities are continuing lower and are vastly lower over the past couple years. Life is good! Yeah we could go over all the reasons the dollar should be collapsing, but what good would that do, the incredibly experienced, educated economists that I do agree with have all been wrong. Why fight it, I know I am done fighting the trend, as of right now it's all about being in and out of the market, bam bam in & out. I think ultimately the days of investing are over, at least for me in the immediate sense. How can one put on a long term position when nothing is following macro fundamentals? The most stable investment right now seems to be buying the Indexes and holding on. How can one confidently do that when we just experienced a major crash and nothing was changed, but a bail out that put us further in the hole. For me the answer is "stick and move", being fluid enough to get in and out of the market riding the ebb & flow of the market. Being able to position myself ahead of the psychological swings that are playing out. When everything is moving because of these variables, positioning yourself for a longer term gain becomes extremely dangerous.
My conclusion is this, right now if you want to be making an income off the markets you need an edge more than ever. Sure, the Indexes have always returned, but the risk has also never been more. Never before have we been pushing such highs along with global consumption being so low. Add into the mix the lower requirements for first time home owners for the second time since mid 2000's, it's a perfect recipe for a total collapse.
Right, with that being said, how long can it keep going? Truthfully, indefinitely. I am at the conclusion that is nobody cares, our debt can go sky high.
Hence getting in and out of the market.
Yes this was a total ramble, not holding any positions this week, so this will have to do.
Have a great day -Pablo
Hello and welcome to our FX blog. If you are wanting active management of your funds without having to pay high commissions and be able to access your capital any time without penalties, you have come to the right place. With our assistance, we can set up your account to be hedged across 8 different currencies, instead of it all based in one potentially volatile currency.
Membership
Are you well diversified? Is your savings all in USD or spread across multiple types of assets, but still based in USD? If it is, you are still not what we consider ultimately hedged, as in hedged into other nations currencies which are backed by their allocations, production, resources and politics. We believe the best way to be hedged to to be spread across the 8 most respected western currencies. Those being the Australian dollar, Canadian dollar, Swiss franc, Euro dollar, Great British pound, Japanese yen, New Zealand dollar and United States dollar. Rotating among these with a slight edge producing a gain above equilibrium.
This strategy uses the same free floating cash approach as all large banks, but with the tactical advantage of intermittent currency exposure utilizing a probable edge.
Think of this system as exactly the same as holding cash in a bank account, but with the ability to use leverage, letting trades sit until hitting either a Target, Stop or direction reversed. This strategy is extremely diversified and as such, is not subject to over weighted moves due to all your cash being held in a single currency bank account.
The goal of the system is to minimize the volatility associated with a traditional cash bank account. Substituting single currency volatility and buying power decay, with account stability and growth.
There is no obligation and you can cancel the program at anytime.
