heading south, page-53

...hmmn yeah ...ok....interesting opinion ....

...here's my opinions:

1) the most overcrowded, overblown trade in the world is the EURO short/ USD long


2) next most overcrowded, overblown trade is the LONG bonds (of 'safe' countries) + Short emerging economies equities & short PIGS debt


3) the third most overcrowded, overblown trade is LONG real estate of any kind anywhere in the world


...every trader and his dog is buying USD on dips despite lack of fundamental reasons w.r.t. USA economic progress


....every trader and his dog has been SHORT China since March and selling metals (espc metal stocks) on rises