Paranoid - Tuesday, page-6

  1. 260 Posts.
    US equities evidently overvalued, correction lalargely due. Meanwhile China seems to be breaking out of it's multi month base, bullish for our market. If US contracts and China expands, does this mean we will see this same choppy muddy action in our market? As we generally have bias towards both markets.

    Long coal (KOL broken out retesting breakout)
    long uranium (URAs multi week base was attractive, playing PDN from 30c)
    long copper, long a couple of Chinese ADRs overseas and long NatGas

    as as mentioned last night, Corn way oversold and CRB forming base. Want to get long on something soft!
 
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