sell - again
from the other day, I sold 20%, now I am thinking to sell another 20%. If the U.S. were raising rates, it would hit the commodity sector initially and then move up again based on inflation expectations due to a strengthening economy, this is even doubly so for China since they are the largest consumers. If they continue to tighten, the short term cycle would mean to sell because it is not a raising of rates to cool an overheated economy but to slow inflation from too many dollars. When inflation is slowed ( they could do this also by raising the value of the Yuan) then the market will act positively again to commodities.
This is my thinking out load. Any contrary opinions would be appreciated.
