oh, one more thing: i've reduced my exposure to crude oil and am going long AUD/USD, scaling in slowly on dips. i think the australian dollar is a broader way to play the reflation trade than simply being in oil. plus solar has been kicking butt lately. the writing is on the wall -- i think we're about to see the torch get passed from fossil fuels to alternatives (next decade), and the early money is going to do very well in clean energy.
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