I have done that, and I might do it again. I just need to build my confidence a bit. The current strategy is mostly based on the basic materials, but I should have been short the S&P over the last few days.
I didn't want to tell you, but I sold TRN a few days before the peak. Not much uses for trains ans ships until materials recover.
Their numbers still look good, but I am out for now. I wish I could get behind DCM's numbers. It's more of a leftover from when I was long Nikkei stocks in 2012. Sold most of my Japanese in 2013.
I've been playing Russia and Australia for materials, mostly.
Might not be the best strategy. Global economies haven't been recovering as well as their markets. Japan, is the prime example.
The players are simply working the formula of FED easing, and the economy is dragging it's feet.
If the economy gets serious, the price of material should rise. Until it does, we're really not in an economic recovery. We're just treading water.
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