Cheers tiger, I appreciate and enjoy your insight as well. You are obviously experienced and knowledgeable when it comes to the markets, the economy and global money flow. Good article regarding the yen carry trade. I didn't know much about it but we have been covering it a great deal in my classes this fall so very interesting read. Should be interesting what happens to our global reserve currency as being the current funding currency for carry trades. Also, I read an article for the first yuan issuance to in an attempt to get the yuan away from a closed currency albeit not in a country not governed by China, I still believe we remain the reserve currency for some time.
I was taught very quickly with the help of a senior analyst at my work that if I am going to state my belief of where I believe a clients interest rate risk is, I damn well better have a good reason for what I am saying. When it comes to Cryoport I try to remain objective but probably to get subjective because I really like Stambaugh am trying to hit it big with CYRX to get some change in my pocket to start me off. I believe that at this time CYRX has a good chance to become a successful company, IMO.
I don't generally actively manage my account, I typically don't have the time to do that and honestly do not have much experience in the arena of active management but anticipate getting into it more as I gain more understanding of the tools available and market flows. I have liked some of the calls on the board, I have never actually participated in someones prediction but generally followed them if someone called them out. I do try to follow the economy and markets extensively as my work and school require me to do so.
Gold has become a fad of late and everyone is definitely long gold at this time but the hardest question is obviously when will the trend break. I certainly understand your positions and reasons for them.
Why canadian stocks? (Because a good number of mining and precious metal companies?) My understanding is that they will perform when risk appetites have increased and I am assuming from previous posts that you might have a gloomy outlook on the economy.
Also.... I have read other boards and this one by far has the most well rounded contributing posters.
GLTA
CYRX!!
