Velocityshares Daily 2X Vix Medium Term (TVIZ)

[gldtimer]

So Long Old Friends -- TLT and ZROZ

...for the year TLT up 6% and ZROZ 8%. Thanks guys you've been great, but I have to say goodbye for a while until growth and inflation turn south. As you leave old friends you make new ones: JNK 21%, EMLC 15%, SLV 1.5%, IEF 8.5%, and TIP 4% for a total of 50% with 50% in MM waiting to see if spring happens.

What I'll look at is the inflation pulse which continues to build. As long as it builds I'll hold cash until the pulse becomes the secular trend and then plunge into EMLC/SLV.

On the other hand if the pulse turns negative I'll then jump into JNK meaning that fall is still in play.

Somewhat further down the road I have a SLV/EMCL indicator which may play out in a couple of weeks having me in SLV at 30%, and EMCL at 70% of EMCL allocation percentage.