On the Eve of QEII, where can you hide?
Well next week will be a big one with the election and Federal Reserve Meeting. QEII will be announced, the question is so how big and how fast and what assets? Will the Republicans take control of the House? Senate? What is priced in what is not? Will printing money really help the economy and create jobs? What has the U.S. Dollar been doing? Will it continue to fall relative to other global economies? What impact will that have on me?
and for the last three years.
So more questions than answers is an answer, time to hide in cash, but what kind of cash. The immediate move will be all risk assets collapse and the dollar will strengthen. Get out out risk assets before the election results are announced hold cash. After a 10 percent decline, buy back into risk assets emerging markets, large-cap international, domestic stocks and real estate. Only bonds I would own are non-dollar, inflation protected or floating rate.
and for the last three years.
So more questions than answers is an answer, time to hide in cash, but what kind of cash. The immediate move will be all risk assets collapse and the dollar will strengthen. Get out out risk assets before the election results are announced hold cash. After a 10 percent decline, buy back into risk assets emerging markets, large-cap international, domestic stocks and real estate. Only bonds I would own are non-dollar, inflation protected or floating rate.
Posted by Bradley Fluetsch at 10/28/2010 9:13 AM 
Categories: Speculation
Tags: invest ETF frank stock income money bond Currency dollar Canada swiss fixed Austrialia yen
Categories: Speculation
Tags: invest ETF frank stock income money bond Currency dollar Canada swiss fixed Austrialia yen
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