Breakwave Dry Bulk Shipping ETF (BDRY)

[JLmyhero]

Twin Deaths are Tag Teaming Each Other.

UST and USD.

Going back to mid-Sept. 2008 the USD took off (as it's doing today) as the LIBOR rate exploded higher...see earlier post today.

The USD, as you know, is the ultimate DEATH STAR or BLACK HOLE asset sucking every other asset in the world into it during a complete liquidation... or Sell Everything (including UST).

From mid-Sept. 2008 to March 2009 market bottom, the USD and UST switched positions being favored assets twice with the dollar running stronger during the liquidate time frame from mid-Sept to mid-Oct. Then it was the UST turn until the end of the year, then the USD until the market bottom.

In playing the market I'm riding this trend. Instead of being in 'long-dated' VGSH (2-2.6 years) I've shorted up to 3 -4 mos. holding the 'almost' cash...SHV. At the same time I'm playing the inflationary trend I've smelled out buying STIP...see earlier post today.