Enzio's Clock

Summary

We are amazed that markets have gone so agricultural. We re-iterate our views and how to make money off them.

Topics Covered

It feels like the party is over.  Indeed, when people start scraping the bottom of the barrel for excuses as to why the market fell you know that the time for bear markets has begun. Pigs are one such excuse.

So we stick with our views that you 

• short the US stock market, e.g. via SDS:US
• Short US financials, e.g. via SKF:US
• short US Treasury bonds, e.g. via TBT:US, and
• go long gold, e.g. via PHAU:LN

You can see on our most recent Advice Tracker how these recommendations have done.