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gldtimer

03/17/18 9:34 AM

#4601 RE: 77steel #4600

Article is missing, please post.

Let me say this about the dollar. The dollar and yen (risk off currencies) are now lining up agnist the pound/euro/and small dollar countries. This confirms the shift from being short long bonds to being long.

The longer term trend is still for a rising interest rate long bond, but the shorter run (tactical) position is now in TLT.

As I stand going into Monday I'm 16% in UUP, 8% FXY and 4% TLT... all risk off assets.