Southern Journey Hole Reconfiguration. Cash is king when the dollar roars. At the close I'll be 3% in DGZ and 97% cash. Assuming the dollar continues to strengthen the next move would be a 12% position in UUP. The last moves forecasted would be to short the long bond with TBF with a 12% position and short global equities with a 6% EFZ position. This would leave the GA with 66% cash waiting for the bottom while 33% of the portfolio takes advantage of the downdraft.