I AM saying that SOME exposure on the long side of the US equity market will be prudent and profitable over the next 6-9 months. George is ignoring what the market is telling him and everyone else.
So you are keeping a long position in the U.S. market for the next 6 to 9 months?
Amazing how looking at the same posts people see wildly different things. As well as the good calls on Asia I seem to remember George making some good currency calls. His calls and comments on gold helped me quite a bit. I am sitting on the fattest medium term profit I have ever made in my gold stocks. I was flat during a really big pull back in the Jr. Miners and loaded up after wards. Many of calls on bonds have been good if I remember correctly.
Your going to have significant exposure to the long side for the next six months? OK.